Robert Samuel Oberstein

Employer firm

Verus Capital Partners, LLC CRD 151568

$2.29B regulatory AUM

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

• 09/2010 → Present
  Rso Advisors, Llc
  Encino, CA
• 06/2015 → 10/2019
  1St Global Capital Corp.
  Dallas, TX
• 07/2015 → 10/2019
  1St Global Advisors, Inc.
  Encino, CA
• 07/2015 → 06/2021
  Avantax Insurance Services, Inc.
  Encino, CA
• 10/2019 → 06/2021
  Avantax Advisory Services
  Encino, CA
• 10/2019 → 06/2021
  Avantax Investment Services, Inc.
  Encino, CA
• 06/2021 → Present
  Lpl Financial Llc
  Encino, CA
• 06/2021 → Present
  Verus Capital Partners, Llc
  Encino, CA

Previous Registrations

• 2019-10-25 → 2021-06-07
  Avantax Advisory Services
  Irving, TX
• 2015-07-16 → 2019-10-25
  1St Global Advisors Inc
  Encino, CA
• 2002-05-23 → 2016-02-22
  Oberstein Wealth Management , Inc.
  Sherman Oaks, CA

Other Businesses

1) 06/02/2021 - Non-Variable Insurance- Agent selling Life Health, LTC- Inv. Related- Encino, CA- start date 5/18/2021- 160hrs/mth 8hrs during Trading 2) 06/02/2021- RSO ADVISORS, LLP- Tax Prep/Accounting/CPA- Owner- Inv. Related- Encino, CA- start date 1/1/2012- 80hrs/mth 5hrs during Trading 3) 6/9/2021 - Verus Capital Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 05/21/2021 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Verus Capital Partners LLC, an investment advisor firm. I started this business activity in 6/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 11/10/2021 - Robert S Oberstein, CPA/PFS - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Start Date: 11/01/2021 - 5 Hours Per Month/5 Hours During Securities Trading - Tax Prep. 5) 1/13/2022 - Verus Capital Partners, LLC - DBA: (Hybrid) RO Wealth, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 06/01/2021 - 40 Hours Per Month During Securities Trading - Time Spent 25% - I provide investment advisory services through Verus Capital Partners, LLC, an independent investment advisor firm. I started this business activity in 1/2022. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6) 03/10/2022 - No Business Name - Not Investment Related - At Reported Business Location(s) - Act in a Fiduciary Capacity - Start Date - 03/07/2022 - 1 Hours Per Month/ 1 Hours During Securities Trading. 7) 2/7/2023 - David H Fell & Co., Inc. - Not Investment Related - 6009 Bandini BlCity of Commerce, Ca 90040 - For-Profit Board Member - secretary/ treasurer - Start Date - 12/16/2022 - 1 Hours Per Month/1 Hours During Securities Trading 8. 08/20/2025 - RSO Financial LLC - DBA for LPL Business (entity for LPL business) - Inv rel - At reported business Location(s) - Start date: 08/13/2025 - 5Hrs/mnth during Trading

Exams

• S66 Uniform Combined State Law Examination
  2016-02-05

Designations

• Personal Financial Specialist

Other Names

• Bob Oberstein