Robert W. Baird & Co.
47yrs
Top advisor by experience in Denver
10yrs
Robert Single is a fiduciary financial advisor in Denver, Colorado, with 10 years in the industry. After three years at Prism Financial Strategies and four years at Edward Jones, Robert joined Integrated Wealth Concepts in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 2610 advisors with offices in Denver, and one of 2345 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office501 S Cherry Street Suite 510, Denver, CO 80246
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$781,916
Advisors at the firm475
States licensed ?1 state
Services through Integrated Wealth Concepts
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowIntegrated Wealth Concepts LLCCurrent firm
- 2020 – 2023Prism Financial Strategies, LLCPreviously
- 2017 – 2020Edward JonesPreviously
Contact Robert
501 S Cherry Street Suite 510Denver, CO 80246Office · Get directions Firm main line(781) 890-3045Headquarters: Integrated Wealth Concepts · Waltham, MA YouTube channelIntegrated Wealth Concepts
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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
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About Robert
How do I contact Robert?
Call Integrated Wealth Concepts at (781) 890-3045 and ask for Robert Single. Robert works from the Denver, CO office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Robert hold?
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?
Integrated Wealth Concepts 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.
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