Robert Gary Schlueter

Employer firm

Archford Capital Strategies, LLC CRD 164482

$1.49B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 03/2013 → Present
  Archford Capital Strategies
  Swansea, IL
• 06/2015 → 06/2023
  Purshe Kaplan Sterling Investments
  Albany, NY
• 06/2023 → 01/2025
  Private Client Services
  Swansea, IL

Previous Registrations

• 2002-03-14 → 2013-04-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Swansea, IL
  Swansea, IL

Other Businesses

1) Archford Capital Strategies, LLC. 13 Wolf Creek Dr, Ste 2, Swansea, IL 62226. RIA. 160 hrs/mo; 120 during trading hrs. 2) Fixed Insurance Product Sales. 13 Wolf Creek Dr, Ste 2, Swansea, IL 62226. Insurance Product Sales. 1 hr/mo; 1 during trading hrs.

Exams

• S66 Uniform Combined State Law Examination
  2001-09-17