Robert Allen Stuber

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 02/2012 → 01/2025
  Lincoln Financial Advisors
  Houston, TX
• 01/2025 → Present
  Osaic Wealth, Inc.
  Houston, TX

Previous Registrations

• 2012-02-28 → 2025-01-24
  Osaic Fa, Inc.
  Houston, TX
  Addison, TX
• 2011-10-19 → 2012-02-21
  Osaic Services, Inc.
  Scottsdale, AZ
  Phoenix, AZ
• 2011-02-16 → 2011-06-06
  Secure Investment Management, Llc
  Tucson, AZ
• 2007-09-18 → 2008-11-04
  Countrywide Investment Services, Inc.
  Chandler, AZ
• 2005-03-07 → 2007-01-08
  Wells Fargo Investments, Llc
  Scottsdale, AZ
  Mesa, AZ
  Mesa, AZ
  Apache Junction, AZ
  Chandler, AZ
  Tempe, AZ
  Apache Junction, AZ
  Mesa, AZ
  Phoenix, AZ
  Scottsdale, AZ
  Scottsdale, AZ
  Phoenix, AZ
  Apache Junction, AZ
  Gilbert, AZ
  Scottsdale, AZ
  Phoenix, AZ
  Mesa, AZ
  Scottsdale, AZ
  Scottsdale, AZ
  Mesa, AZ
  Phoenix, AZ
  Tempe, AZ
  Gilbert, AZ
  Tempe, AZ
  Scottsdale, AZ
  Scottsdale, AZ
  Fountain Hills, AZ
  Chandler, AZ
  Casa Grande, AZ
  Phoenix, AZ
  Scottsdale, AZ
  Scottsdale, AZ
  Chandler, AZ
  Gilbert, AZ
  Apache Junction, AZ
  Tempe, AZ
  Sun Lakes, AZ
  Mesa, AZ
  Mesa, AZ
  Mesa, AZ
  Mesa, AZ
  Maricopa, AZ
  Maricopa, AZ
  Sun City, AZ
• 2002-02-01 → 2005-02-23
  Great Lakes Advisors, Llc
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2011-02-14
• S63 Uniform Securities Agent State Law Examination
  1984-12-10

Other Names

• Bob Stuber