Robert Anthony Ziliak

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 10/2014 → 07/2024
  Buckingham Strategic Wealth, Llc
  St. Louis, MO
• 01/2019 → 07/2024
  Bam Management, Llc
  Clayton, MO
• 07/2024 → Present
  Focus Partners Wealth, Llc
  Boston, MA

Previous Registrations

• 2014-11-05 → 2024-07-01
  Buckingham Strategic Wealth, Llc
  Indianapolis, IN
  St Louis, MO
• 2012-08-24 → 2014-11-19
  Hufford Advisors, Llc
  Indianapolis, IN
• 1999-04-14 → 2012-06-07
  Charles Schwab & Co., Inc.
  Indianapolis, IN
  Fishers (Indianapolis), IN
  Fishers (Indianapolis), IN
  Indianapolis, IN
  Indianapolis, IN
  Carmel, IN
  Fort Wayne, IN
  Indianapolis, IN
  Mishawaka, IN
  Indianapolis, IN

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-03-17

Designations

• Certified Financial Planner

Other Names

• Rob Anthony Ziliak