Robert Cox, MBA,Ph.D., ChFC, AEP

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

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:   Businesses , Non-Profit Organizations , Individual Investors


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


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


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


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



FAQs

  • 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

ChFC®, AEP

Communities Served

All

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