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Robert Verlin Sollis

TAURUM RETIREMENT PARTNERS, LLC·MESA, Arizona
SIE, Series 7, Series 63, Series 66ChFCClean record18 years registeredTAURUM RETIREMENT PARTNERS, LLC
1921 S ALMA SCHOOL ROAD SUITE 308, MESA, AZ 85210CRD# 4131485Firm CRD# 282017

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Verlin Sollis · MESA, AZ
Registration
CRD #4131485 · TAURUM RETIREMENT PARTNERS, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

TAURUM RETIREMENT PARTNERS, LLC
Jan 2016 – present
GALLACHER CAPITAL MANAGEMENT, LLC
Oct 2012 – Dec 2015
LONE TREE, CO
STRATEGIC ADVISERS, INC.
Oct 2007 – Oct 2012
CHANDLER, AZ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 66
Registration record
First registered · October 29, 2007
Years registered · 18
Professional designation · ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TAURUM RETIREMENT PARTNERS, LLC
CRD 282017 · SEC 801-130407
AUM
$114M
Regulatory assets under management
Employees
2
379 client accounts
Services offered by TAURUM RETIREMENT PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TAURUM RETIREMENT PARTNERS, LLC →
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05

Frequently Asked Questions

What services does Robert Verlin Sollis offer?
Robert Verlin Sollis specializes in Financial Planning, Investment Management. Contact their office in MESA, Arizona for a consultation.
What are Robert Verlin Sollis's credentials?
Robert Verlin Sollis holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Robert Verlin Sollis located?
Robert Verlin Sollis is based in MESA, Arizona, working with TAURUM RETIREMENT PARTNERS, LLC. Their office serves clients in the MESA metropolitan area and surrounding communities.
How does Robert Verlin Sollis charge for services?
Robert Verlin Sollis's firm is compensated through percentage of aum, other: referral/solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TAURUM RETIREMENT PARTNERS, LLC?
TAURUM RETIREMENT PARTNERS, LLC has approximately 2 employees and manages $114M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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