Robert Alan Rutkoske

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 01/2000 → Present
  Lpl Financial Llc (F/K/A) Linsco Private Ledger
  Troy, MI

Other Businesses

(1) 12/11/2002 - DBA ONLY / FINANCIAL SOLUTIONS OF MICHIGAN (2) 12/26/2013 - ROBERT A. RUTKOSKE - NON-VARIABLE INSURANCE - OCCASIONAL SALE OF FIXED INSURANCE PRODUCTS (TERM / UL) OR FIXED ANNUITY - TIME SPENT 5% - TROY, MI (3) 4/14/2021 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Notary Public - Start Date: 4/5/2021 - 1 Hour Per Month/0 Hours During Securities Trading - Notarize client documents as necessary.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-07-20
• S63 Uniform Securities Agent State Law Examination
  1998-03-23

Other Names

• Bob Rutkoske