Robert Michael Schoen

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 08/1979 → Present
  Schoen & Co.
  Bloomingdale, IL
• 03/1988 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 09/1998 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2014 → Present
  Schoen Financial Advisors
  Bloomingdale, IL
• 01/2021 → Present
  Fates, Bodily & Parker Cpas
  Itasca, IL

Other Businesses

1)SCHOEN & CO CPA'S; NOT INVESTMENT RELATED; SAME AS REGISTERED ADDRESS; CPA FIRM; START 1979; INCOME TAX PREPARATION; 35-45HR/WEEK DURING TRADING HOURS; OWNER 2)SCHOEN FINANCIAL ADVISORS; INVESTMENT RELATED; SAME AS REGISTERED ADDRESS; DBA FOR FINANCIAL SERVICES; START 9/1/14; 25 HR/WK DURING TRADING HOURS; WEALTH MANAGEMENT 3) FATES, BODILY & PARKER CPAS, NOT INVESTMENT RELATED, SAME AS REGISTERED LOCATION, TAX AND ACCOUNTING, STARTED 10/2021, POSITION/TITLE/RELATIONSHIP: CPA, APX 40 HOURS PER WEEK, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: TAX PLANNING AND PREPARATION, FINANCIAL STATEMENT PREPARATION;

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-10-12

Designations

• Certified Financial Planner