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Fredrick Robinson

Advisor at O'Hagan Group, Inc.

Updated today

Location

Morris, IL 60450

Credentials

Series 63, Series 65

Industry experience

40 years

About

Fredrick Robinson is a financial advisor with O'Hagan Group, Inc. in Morris, Illinois, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments, Arbor Point Advisors, and SECURITIES AMERICA, inc., and has been with O'Hagan Group since 2012. Outside of advisory work, Robinson manages a grain farming operation and provides individual income tax preparation services. O'Hagan Group offers financial planning, consulting, and discretionary investment management to individuals, trusts, and estates, focusing on retirement accounts and a range of asset types. The firm employs a growth-and-value investment approach with fundamental company analysis and manages portfolios on a discretionary basis with continuous monitoring.

Client services

Based on O'Hagan Group, Inc.

Financial planning Portfolio management

Expertise

Based on O'Hagan Group, Inc.

General retirement planning Wealth management Retirement income strategy

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Fee options

Percentage

$0 - $1,000,000: 1.00% Above $1,000,000+: 0.75%

Commissions

Separate commission-based arrangements by certain Supervised Persons as registered representatives of PKS with commissions and trail fees.

Location

105 W Washington Street

Morris, IL 60450

Most active in

Illinois

Work history

Purshe Kaplan Sterling Investments

2021 - Present (5 years)

Arbor Point Advisors

2020 - 2021 (1 year)

SECURITIES AMERICA, inc.

2020 - 2021 (1 year)

Kms Financial Services, Inc.

2013 - 2020 (7 years)

O'Hagan Group, Inc.

2012 - Present (14 years)

Robinson Family Farm

2010 - Present (16 years)

Fred Robinson Tax

2010 - Present (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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