Robert Lawrence Riesenbeck

Employer firm

Archer Investment Corporation CRD 136403

$1.01B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• 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

• 01/1995 → Present
  Riesenbeck Financial Group
  Cleves, OH
• 01/2011 → 12/2020
  Avantax Investment Services, Inc.
  Cincinnati, OH
• 01/2011 → 12/2020
  Avantax Advisory Services
  Cincinnati, OH
• 12/2010 → 12/2020
  Avantax Insurance Agency, Llc
  Cincinnati, OH
• 12/2020 → Present
  Silver Oak Securities, Inc.
  Jackson, TN

Previous Registrations

• 2020-12-24 → 2022-11-01
  Silver Oak Securities, Incorporated
  Jackson, TN
  Cincinnati, OH
  Jackson, TN
  Cincinnati, OH
• 2011-01-12 → 2020-12-17
  Avantax Advisory Services
  Cincinnati, OH
  Cincinnati, OH
• 2008-02-19 → 2011-01-12
  Spc
  Cincinatti, OH
• 2007-05-22 → 2008-03-17
  Avantax Advisory Services
  Cinncinnati, OH

Other Businesses

1) Riesenbeck Financial Group Inc,Is Investment Related,"6020 Harrison Ave, Suite 9, CINCINNATI, OH, 45248, United States",INDEPENDENT INSURANCE AGENT SERVICES,PRESIDENT,2010-12-01,1 hours per month,0 hours per month during trading hours,Commission Compensation,ANNUITY AND LIFE INSURANCE 2) Riesenbeck & CO CPA,Is Not Investment Related,"6020 Harrison Ave, Suite 9, CINCINNATI, OH, 45248, United States",CPA FIRM,PRESIDENT,2004-02-01,20 hours per month,1 hours per month during trading hours,Salary Compensation,"CPA FIRM, TAX PREP, ACCOUNTING, PAYROLL"

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-05-03
• S63 Uniform Securities Agent State Law Examination
  1999-08-30

Other Names

• Rob Riesenbeck
• Robert Riesenbeck