Robert Michael Eberhardt

Employer firm

Principal Securities, Inc. CRD 1137

$17.0B regulatory AUM 1,717 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2011 → Present
  Principal Securities, Inc.
  Denver, NC

Other Businesses

**K2K ASSOCIATES. SELLING EMPLOYEE BENEFITS, PROVIDE BUSINESS CONSULTING TO INCLUDE BUSINESS PLANS, COMPENSATION MODELING, SALES AND MARKETING SYSTEMS AND PROVIDE IT CONSULTING SUCH AS PHONE SYSTEMS, COMPUTERS AND CREDIT CARD PROCESSING. EFFECTIVE 02/01/12. **FIXED INSURANCE; INDIVIDUAL/GROUP HEALTH, DI, LTC, STD, LTD, LIFE, ANNUITIES, VISION DENTAL, SUPPLEMENTAL; 08/30/16. **SAFE SELF STORAGE, LLC POSITION: President NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/25/2024 ADDRESS: 790 Lancaster Bypass E, Lancaster SC 29720, United States DESCRIPTION: Manage the accounting and marketing for 2 self-storage locations as the owner of these locations.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-05
• S63 Uniform Securities Agent State Law Examination
  1994-06-29

Designations

• Certified Financial Planner