Robbie Gene Beucler
Investment adviser representative at United Advisor Group
16 yearsExperience
2 statesRegistered in
ChFC®Designation
$1.4BFirm 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
- Seminars and workshops
Experience
16 years in the industry.
- United Advisor GroupMar 2023 to now
- Rj Beucler FinancialMar 2023 to now
- Silver Oak SecuritiesMar 2023 to Jul 2024
- The O.N. Equity Sales CompanyDec 2008 to Mar 2023
- Ohio National Financial ServicesJun 2008 to Mar 2023
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
United Advisor Group
Legal name: United Advisor Group, LLC
$1.4BAssets managed
6,600Clients
58Advisers
3 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
- 5620440
- Firm CRD
- 324205