Robert Y Lee

Current Employers

Employment History

• 10/2002 → 10/2017
  Horace Mann Companies
  Springfield, IL
• 10/2017 → 08/2021
  Amba
  Austin, TX
• 03/2018 → 07/2018
  Lpl Financial Llc
  Boulder, CO
• 11/2021 → 01/2023
  Ae Wealth Management
  Topeka, KS
• 08/2021 → Present
  E.A. Buck Financial Services
  Greenwood Village, CO
• 08/2021 → Present
  Madison Avenue Securities, Llc
  San Diego, CA
• 01/2024 → 08/2024
  Ae Wealth Management, Llc
  Topeka, KS
• 08/2022 → Present
  Buck Wealth Strategies, Llc
  Denver, CO

Previous Registrations

• 2024-01-23 → 2024-08-02
  Ae Wealth Management, Llc
  Denver, CO
• 2021-11-05 → 2023-01-20
  Ae Wealth Management, Llc
  Denver, CO
  Greenwood Village, CO

Other Businesses

1. Name: E.A. Buck Insurance; Investment Related: Yes; Address: 55 Merchant Street, Suite 2100, Honolulu, HI 96813; Nature of the Business: Insurance Sales; Position: Insurance Agent; Start Date: 08/2021; Hours per Week: 40 Hours 2. Name: E.A. Buck Wealth Strategies; Investment Related: Yes; Address: 55 Merchant Street, Suite 2100, Honolulu, HI 96813; Nature of the Business: Registered Investment Adviser engaged in asses management services; Position: Investment Advisor Representative; Start Date: 01/2025; Hours per Week: 40 Hours 3. Name: E.A. Buck Financial Services DBA Federal Benefits Made Simple; Investment Related: Yes; Address: 1 Denver Federal Center Building 45, Lakewood, CO 80225 ; Nature of the Business: Financial Advisor offering investment advice and insurance; Position: Employee; Hours per Week: 40 Hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-09
• S63 Uniform Securities Agent State Law Examination
  1992-08-20

Other Names

• Rob Lee
• Robbie Lee
• Robert Y Lee
• Robert Yong Lee