Robert Scott Kubiszyn
Investment adviser representative at Blue Bear Financial, LLC
11 yearsExperience
1 stateRegistered in
$147.4MFirm assets
Under 1 yearFirm in business
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Blue Bear Financial, LLCMar 2026 to now
- UnemployedOct 2023 to Feb 2026
- EmersonJan 2015 to Sep 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (SC).
Blue Bear Financial, LLC
$147.4MAssets managed
163Clients
3Advisers
Under 1 yearIn 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
- 8240519
- Firm CRD
- 331226