Unclaimed Profile

Robert James Witt

HUBER FINANCIAL ADVISORS, LLC·LINCOLNSHIRE, Illinois

Series 7, Series 63Clean record22 years registeredHUBER FINANCIAL ADVISORS, LLC

475 HALF DAY ROAD, LINCOLNSHIRE, IL 60069CRD# 2842308Firm CRD# 153747

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert James Witt · LINCOLNSHIRE, IL

Registration

CRD #2842308 · HUBER FINANCIAL ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

SAVANT WEALTH MANAGEMENT

Feb 2020 – present

HUBER FINANCIAL

Jun 2013 – Aug 2020

LINCOLNSHIRE, IL

HUBER FINANCIAL GROUP, LTD.

Feb 2008 – Sep 2013

LINCOLNSHIRE, IL

NFP SECURITIES, INC.

Dec 2003 – Aug 2007

BANNOCKBURN, IL

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · December 2, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HUBER FINANCIAL ADVISORS, LLC

CRD 153747 · SEC 801-71465

AUM

$1.5B

Regulatory assets under management

Employees

4,209 client accounts

Services offered by HUBER FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at HUBER FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Robert James Witt offer?

Robert James Witt specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LINCOLNSHIRE, Illinois for a consultation.

What are Robert James Witt's credentials?

Robert James Witt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert James Witt located?

Robert James Witt is based in LINCOLNSHIRE, Illinois, working with HUBER FINANCIAL ADVISORS, LLC. Their office serves clients in the LINCOLNSHIRE metropolitan area and surrounding communities.

How does Robert James Witt charge for services?

Robert James Witt's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HUBER FINANCIAL ADVISORS, LLC?

HUBER FINANCIAL ADVISORS, LLC has approximately 25 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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