Advisor at Lawton Retirement Plan Consultants, LLC
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
Lawton Retirement Plan Consultants, LLC
Location
Hales Corners, WI
Credentials
Series 66
Industry experience
18 years
Robert Lawton is the sole advisor at Lawton Retirement Plan Consultants, LLC in Hales Corners, WI, holding a Series 66 designation and having 18 years of industry experience. He has been unemployed since 2012. Lawton Retirement Plan Consultants, LLC provides retirement plan consulting and investment advice primarily to corporations and other business entities, focusing on pension and profit-sharing plans with approximately $38.5 million in assets under advisory. The firm employs a long-term investment approach, generally limiting recommendations to mutual funds and offering predominantly non-discretionary advisory services without executing trades or holding custody of plan assets.
Based on Lawton Retirement Plan Consultants, LLC
Quarterly fixed fee arrangement up to $5,000 (negotiable)
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.25% $5,000,001+: 0.20%
$300 per hour
Minimum fee: Minimum Annual Fee of $10,000 Fee-only: Hourly consulting fee of $300 per hour (negotiable in special circumstances)
Hales Corners, WI
Wisconsin
UnEmployed
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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.
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.
Series 63, Series 65
New Berlin, WI
Disciplined Financial Services, Inc.
CFP®, CPA, PFS™
Brookfield, WI
Midwest Wealth Solutions LLC
Brian earned his Bachelor of Science degree from UW – La Crosse with a triple major in Accounting, Finance, & Economics. He has a Master's of Business Administration with a specialty in Finance from Marquette University and has post-graduate certificates from Cornell University SC Johnson graduate school of management in Executive Leadership & Leading Management Teams. Brian is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, Certified Global Managerial Accountant, and a Certified Project Management Professional. He started his career working in Public Accounting for a regional CPA firm for a number of years. Then Brian worked in the private sector for a large fortune 30 company and smaller corporations, holding positions in Corporate Finance, Internal Audit, and Strategic Management. After that Brian started his own firm Leben CPA LLC and now Brian is a principal at Midwest Wealth Solutions and CPA firm Lulloff, Leben & Taylor. Brian is an active member of the American Institute of Certified Public Accountants (AICPA) and the Wisconsin Institute of Certified Public Accountants (WICPA). In his spare time Brian loves the outdoors (biking, hiking, camping, downhill skiing), Sports (Packers, Brewers, Bucks), and enjoys spending time with his wife Megan and two young daughters.
ChFC®, Series 63, Series 66
Muskego, WI
Selerski Asset Management, LLC
Series 66
Waterford, WI
FIAT LUX Capital Management
CFP®, Series 63, Series 66
Whitefish Bay, WI
Clarke Financial Counsel, LLC
CFP®
Milwaukee, WI
Hilltop Financial Advisors
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