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Robert Lewis Hawkins

Advisor at OSAIC — Smithmill, PA

Updated today

Credentials

Series 63, Series 65

Experience

44 years

Location

Smithmill, PA

OSAIC logo

OSAIC

Institution

Total advisors

7,828

Across 3,557 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Robert Hawkins is a financial advisor at Osaic Wealth, Inc. with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services. Hawkins is a member and owner of Hawk Financial Group LLC, a financial services business, though he is not currently engaged in advisory activities through that entity. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to manage diversified portfolios on both discretionary and non-discretionary bases.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Smithmill, PA

Smithmill PA

Advisors at this office

1

Most active in

Pennsylvania

Work history

44 years of industry experience

OSAIC

2024 - Present • 2 years

Houtzdale, PA

OSAIC

2024 - Present • 2 years

Houtzdale, PA

Securities America Advisors, Inc.

2020 - 2024 • 4 years

Smithmill, PA

SECURITIES AMERICA, inc.

2020 - 2024 • 4 years

Smithmill, PA

Investacorp Advisory Services

2014 - 2020 • 6 years

Miami, FL

Investacorp inc

2014 - 2020 • 6 years

Miami, FL

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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Gregory B

Series 63, Series 65

West Decatur, PA

GWN Securities Inc.

Gregory Blaschak is a financial advisor with GWN Securities Inc. in West Decatur, PA, holding Series 63 and Series 65 licenses and with 33 years of industry experience. He has been with GWN Securities since 2008 and also works with LSA Securities/Allstate Financial Services. Outside of advisory roles, he is involved in the sales of fixed annuities, life insurance, and long-term care products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm manages approximately $3.65 billion across over 37,000 accounts and offers a range of managed-account programs and model portfolios through a large network of advisors.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Matthew H

Series 63, Series 65

Patton, PA

LPL Financial

Matthew Holtz is a financial advisor with LPL Financial holding Series 63 and Series 65 credentials and 18 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group Inc for 18 years. Outside of advising, he owns Matt Holtz Paintless Dent Repair and an independent car care business in Patton, PA. LPL Financial serves individual and institutional clients with a wide range of advisory programs, retirement plan consulting, and brokerage services delivered through a large national network. The firm combines discretionary and non-discretionary management with model portfolios and research from multiple sources, and offers institutional solutions alongside individual client advice.

College savings (529s, UTMA, etc.)
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Ryan H

Series 63, Series 65

Patton, PA

LPL Financial

Ryan Holtz is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has two years of industry experience, including prior work at NEXT Financial Group, Inc. Outside of his advisory role, he is the owner of Holtz Plumbing & Heating LLC, a business he has operated since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary management supported by research from in-house and third-party sources.

College savings (529s, UTMA, etc.)
user avatar

Brian S

Series 63, Series 65

Patton, PA

LPL Financial

Brian Simanski is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 11 years of industry experience. Prior to joining LPL Financial in 2025, he spent 10 years at Next Financial Group Inc. He is also the business owner of Dingers, LLC, which operates The Pirate's Cove in Patton, PA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios, providing both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
user avatar

Randy M

Series 63, Series 65

Tyrone, PA

Cambridge Investment Research Advisors

Randy Miles Sr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and with Cambridge Investment Research, Inc. since 2001. Outside of his advisory role, he is also an independent insurance agent for various companies through Miles Financial Services Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm utilizes multiple investment platforms and proprietary as well as third-party strategies, with options for discretionary and non-discretionary management tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Jason M

Series 66

Tyrone, PA

Ameriprise

Jason Miller is a financial advisor with Ameriprise in Tyrone, PA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2000 and currently owns and manages an Ameriprise Financial franchise previously operated by his father. In addition to his advisory work, he serves as a deacon in his local church. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s services combine proprietary investment research and third-party data, with recommendations implemented on a non-discretionary basis by clients or their advisors.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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