Robert Bieber
Financial advisor at Osaic Wealth
Based in Scottsdale, Arizona, Robert Bieber is a fiduciary financial advisor with 14 years of industry experience. Robert joined Osaic Wealth in 2023, after nine years at Mutual of Omaha Investor Services. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3468 advisors with offices in Scottsdale, and one of 3171 fiduciaries.
At a glance
Services through Osaic Wealth
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
- 2023 – nowOsaic Wealth, Inc.Current firm
- 2015 – 2023Mutual of Omaha Investor Services, Inc.Previously
Contact Robert
(800) 821-5100Osaic Wealth main office 18700 N. Hayden Road Suite 255Scottsdale, AZ 85255Office · Get directions
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
About Robert
How do I contact Robert?
Call Osaic Wealth at (800) 821-5100 and ask for Robert Bieber. Robert works from the Scottsdale, AZ office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2012, about 14 years. More experience than 52% of advisors in Arizona.
What licenses does Robert hold?
Series 63, Series 65. 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?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed 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.