About ROBERT PRISKE, LLC
ROBERT PRISKE, LLC is a financial advisory firm that provides expert financial advice and services to clients. The firm prides itself on its experienced and knowledgeable advisors who are committed to helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- ROBERT PRISKE, LLC provides personalized financial planning and management services tailored to each client’s individual needs and goals.
- The firm offers a wide range of financial services, including investment management, retirement planning, tax planning, and estate planning.
- ROBERT PRISKE, LLC advisors use a comprehensive and collaborative approach to help clients make informed financial decisions and achieve long-term financial success.
Facts and Insights
ROBERT PRISKE, LLC is dedicated to staying informed on the latest trends and developments in the financial industry. This allows the firm to provide clients with sound and up-to-date financial advice. Here are a few key insights and facts about the firm:
- Founded in 2005, ROBERT PRISKE, LLC has been in business for over 15 years.
- The firm has over $500 million in assets under management, making it a well-established and reputable financial advisory firm.
- ROBERT PRISKE, LLC has a team of 10 advisors who are highly experienced and have a deep understanding of the financial markets.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 15 years |
Financial Services Offered
ROBERT PRISKE, LLC offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- College Savings Planning
- Insurance Analysis
- Cash Flow Planning
- Debt Management
Client Types
ROBERT PRISKE, LLC works with a diverse range of clients, including individuals, families, and small businesses. The firm understands that each client has unique financial needs and goals, and they are committed to providing personalized services to all their clients.
Fees & Compensation
ROBERT PRISKE, LLC is a fee-only financial advisory firm, which means they do not earn commissions or sell products. Instead, the firm charges a fee based on a percentage of the assets under management. This fee structure ensures that the advisor’s recommendations are always in the best interest of the client.
Background
The founder of ROBERT PRISKE, LLC, Robert Priske, has over 25 years of experience in the financial industry. He has a Bachelor’s degree in Economics and a Master’s degree in Business Administration. He is a Certified Financial Planner (CFP®) and a Chartered Financial Analyst (CFA®), demonstrating his commitment to maintaining the highest standards of professionalism and ethical conduct.
Financial Advisor Disclosures to Know
ROBERT PRISKE, LLC believes in transparency and is committed to providing clients with all the necessary information to make informed decisions. As a registered investment advisor, the firm is legally required to disclose any potential conflicts of interest or disciplinary events. You can find this information on the firm’s Form ADV, which is available on the SEC’s website.