Robert Adam Kokol
Investment adviser representative at Atticus Wealth Management
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$565.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Atticus Wealth ManagementOct 2020 to now
- Scf Investment Advisors, Inc.Jan 2018 to Oct 2020
- Scf Securities, Inc.Jan 2018 to Oct 2020
- Global Financial Private Capital LLCFeb 2014 to Jan 2018
- Gf Investment Services, LLCJul 2013 to Jan 2018
- Dpfsm, LLC dba Divorce Financial PlanningJun 2011 to Oct 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (TX).
Atticus Wealth Management
Legal name: Atticus Wealth Management, LLC
$565.3MAssets managed
429Clients
8Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4623057
- Firm CRD
- 296949