Robert Cox, MBA,Ph.D., ChFC, AEP
Northwestern Mutual Financial Network

Tel: (727) 725-7103
111 N. Belcher Rd.
Suite 102
Clearwater, FL 33765

Wealth Management Advisor

About Northwestern Mutual Financial Network

My firm helps families and businesses protect their assets, their income and their lifestyle...using financial, insurance, and investment strategies and solutions.

My mission is to build long-term relationships based upon honesty, trust, and mutual respect, while helping clients achieve their financial goals.

15 Years of Experience

  • CRD# 3261259
  • Insurance License# D006750
  • Series: 6, 7, 63, 65, 66
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General Information

Firm Start Year:   1999
No.of Employees:   2-4
Insurance License#:   D006750
Name of Broker/Dealer:   Northwestern Mutual Investment Services, LLC
States Licensed in:   FL, TX, GA, NC, NY, NJ, PA, IL, VA, NV, CA
Number of Years with Current Firm:   15
I work with the following types of clients:   Non-Profit Organizations , Individual Investors , Businesses


Investment Types:   Insurance , Stocks , Mutual Funds , Bonds , Alternative Investments , Exchange Traded Funds (ETFs) , Annuities , Options , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone , Via email , At your office , At your home , At my office

Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Life , Disability , Health , Life , Long Term Care , Variable Annuity , Annuity
Financial Organization Memberships:   National Association of Insurance and Financial Advisors (NAIFA) , Million Dollar Roundtable , Financial Planning Association (FPA) , National Association of Estate Planners & Councils (NAEPC) , Society of Financial Services Professionals , National Association of Estate Planners & Councils

Firm Information

Assets Managed by Firm:   $55,000,000
Advisor's Number of Clients:   250+
Advisor's Number of Managed Clients:   350
Advisor's Number of Planning Clients:   25
Assets Managed by Advisor:   $50,000,000


Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record

Compensation and Fees

Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Flat Fee , Commissions , Based on Assets
Fee % Based on Assets:   1.0%


  • What are your qualifications? What is your education background? ChFC, (Chartered Financial Consultant) WMA, (Wealth Management Advisor) AEP, (Accredited Estate Planner) CASL, (Certified Advisor to Senior Living) MBA Ph.D.
  • What is your approach to financial planning? A confidential discovery and fact-finding process designed to help you gain clarity about your financial goals and objectives, while determining if you have any vulnerabilities in your financial security.
  • What services do you offer? Professional Portfolio Management. Financial planning design. Estate Planning. Investment management. Life and Disability Insurance and Long Term Care Insurance. Employee Benefits.
  • How many clients do you currently manage? 250+
  • Will you be the only person working with me? Yes
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Robert Cox, MBA,Ph.D., ChFC, AEP

Robert Cox, MBA,Ph.D., ChFC, AEP


Communities Served


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM