Raymond James Financial Services Advisors
43yrs
Top advisor by experience in Park Ridge
35yrs
Based in Park Ridge, Illinois, Robert Geller is a fiduciary financial advisor with 35 years of industry experience. Robert has been with Arete Wealth Advisors since 2020; before that, Robert spent two years at Securities America Advisors and a year at Primerica Advisors. Arete Wealth Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 73 advisors with offices in Park Ridge, and one of 70 fiduciaries.
At a glance
Experience35 years (since 1991)
How that compares ?Top 4% by experience in Park Ridge
Office626 Busse Hwy, Park Ridge, IL 60068
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee, Other
Typical client at the firm ?$484,172
Advisors at the firm145
States licensed ?1 state
Services through Arete Wealth Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowArete Wealth Advisors, LLCCurrent firm
- 2017 – 2020Securities America Advisors, Inc.Previously
- Jul 2016 – Oct 2017PFS Investments Inc.Previously
- May 2014 – Dec 2014Arete Wealth Advisors, LLCPreviously
- Sep 2011 – Mar 2013Morgan StanleyPreviously
Contact Robert
(312) 940-3684Firm headquarters in Chicago, IL. Ask for Robert. 626 Busse HwyPark Ridge, IL 60068Office · Get directions
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Arete Wealth Advisors at (312) 940-3684 and ask for Robert Geller. Robert works from the Park Ridge, IL office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1991, about 35 years. Top 4% by experience in Park Ridge.
What licenses does Robert hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Arete Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, other fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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