Broker Check
Rob Sayer, MBA, CFP®

Rob Sayer, MBA, CFP®

Partner

Rob is an LPL Financial Advisor. Mr. Sayer and his family moved to Iowa in 2014 from Las Vegas, NV.  He specializes in comprehensive financial planning, retirement planning, insurance planning, education planning, investment planning, and estate planning.  Previously, Mr. Sayer worked as a Registered Representative with World Group Securities in Rockville, MD.  He enjoys golf, sports, spending time with his wife and kids and staying active within the community.

 

Certifications

  • CERTIFIED FINANCIAL PLANNER™ certification
    • Certified Financial Planner Board of Standards, Inc. License 285956

Education

  • American University
    • Masters of Business Administration, Kogod School of Business – Finance; Global Information Technology
  • Rochester Institute of Technology
    • Bachelors of Science – Nuclear Medicine

Professional Organizations

  • Society of Financial Service Professionals - Central Iowa Chapter

Licenses

  • Securities: Series 7 & 66 held through LPL Financial
    • Offering investment advisory services and securities in multiple states.
  • Insurance: Life, Accident and Health, and Variable Life
    • Offering insurance products and services in multiple states.

 

LPL Financial is not affiliated with any other entities referenced.