Unclaimed Profile

Robert Bryant Strasburg

FIRSTPURPOSE WEALTH LLC·OREM, Utah

SIE, Series 6, Series 7, Series 63, Series 65CFPClean record26 years registeredFIRSTPURPOSE WEALTH LLC

462 E 800 N, OREM, UT 84097CRD# 2713543Firm CRD# 145593

Profile Verification

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

Identity

Robert Bryant Strasburg · OREM, UT

Registration

CRD #2713543 · FIRSTPURPOSE WEALTH LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FIRSTPURPOSE WEALTH LLC

DIVERSIFY WEALTH MANAGEMENT, INC.

Nov 2014 – Mar 2016

SOUTH JORDAN, UT

FIRSTPURPOSE WEALTH LLC

Jan 2008 – Jan 2024

OREM, UT

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Sep 2005 – Jul 2008

OREM, UT

ING FINANCIAL PARTNERS, INC

Feb 2000 – Sep 2005

PROVO, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · February 11, 2000

Years registered · 26

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIRSTPURPOSE WEALTH LLC

CRD 145593 · SEC 801-68547

AUM

$540M

Regulatory assets under management

Employees

3,416 client accounts

Services offered by FIRSTPURPOSE WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FIRSTPURPOSE WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Robert Bryant Strasburg offer?

Robert Bryant Strasburg specializes in Financial Planning, Investment Management.

What are Robert Bryant Strasburg's credentials?

Robert Bryant Strasburg holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Robert Bryant Strasburg located?

Robert Bryant Strasburg is based in OREM, Utah, last registered with FIRSTPURPOSE WEALTH LLC.

How does Robert Bryant Strasburg charge for services?

Robert Bryant Strasburg's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIRSTPURPOSE WEALTH LLC?

FIRSTPURPOSE WEALTH LLC has approximately 46 employees and manages $540M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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