Advisor at Ausdal Financial Partners, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Ausdal Financial Partners, Inc.
Location
Mchenry, IL 60050
Credentials
Series 66
Industry experience
< 1 year
$0+: Negotiable fees up to a maximum of 3% annually Held-away accounts via Pontera+: Maximum advisory fee of 1.5% Platform Fee+: 11 to 28 basis points (0.11% to 0.28%), with discounts based on account value Manager Fee+: 0 to 80 basis points (0% to 0.80%) depending on strategy selected
Brokerage commissions and asset-based sales charges from securities and insurance product sales
Fee-only: Financial Planning fees negotiated case-by-case, with prepayment limit of $1,200 six months in advance
Ausdal Financial Partners, Inc.
2026 - Present (1 year)
Clarity Group Midwest
2025 - 2025 (1 year)
Epiphany Farms
2024 - Present (2 years)
BCH Wealth Management
2024 - 2024 (1 year)
Vickies Place
2024 - 2024 (1 year)
Illinois State Housing
2023 - 2024 (1 year)
Illinois State Housing
2023 - 2024 (1 year)
McHenry High School
2021 - 2022 (1 year)
CHIPOTLE
2021 - 2021 (1 year)
McHenry East High School
2018 - 2021 (3 years)
McHenry Country Club
2016 - Present (10 years)
Mchenry Middle School
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, ChFC®, Series 66
Crystal Lake, IL
Edward Jones
CFP®, Series 66
Mchenry, IL
Edward Jones
CFP®, Series 66
Grayslake, IL
Fidelity
Rob Kubik is an Executive Planning Consultant at Fidelity Investments, where he has been serving since 2025. Prior to this role, he worked as a Benefits & Planning Consultant at Fidelity Investments from 2021 to 2025, and as a Financial Consultant at the same firm from 2016 to 2021. Before joining Fidelity Investments, Rob was a Financial Advisor at Edward Jones from 2014 to 2016. Rob specializes in helping clients maximize their workplace benefits, build wealth, and plan for retirement with a focus on tax-efficient investing. He employs a holistic approach to financial planning, aiming to create intentional and well-structured financial strategies. [No information was provided regarding Rob's education, credentials, personal interests, or community involvement.]
Series 66
Lindenhurst, IL
Edward Jones
Series 63, Series 66
Mchenry, IL
Edward Jones
Series 63, Series 66
Lake Zurich, IL
Edward Jones
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