Favorite book or movie
Stephen Hawking, A Brief History of Time
Ideal dinner guest
Words to live by
Treat others as you would want to be treated
Qualities you admire in people
Optimism and Tenacity
Dream vacation spot
Favorite sports team
Vice President, Wealth Management
Bob Bjorseth joined Bukaty Companies Retirement Plan Services with more than 18 years experience in providing critical retirement planning and investment management advice to individuals and small business owners. He uses integrated financial planning to develop strategies to pursue the goal of growing and protecting client assets and their estates. In addition, he uses innovative income strategies for clients preparing to retire, including an in-depth review of their current financial status and potential challenges. Bob is a member of the Bukaty Investment Policy Committee.
Prior to joining Bukaty Companies Retirement Plan Services, Bob was owner and President of The Wealth Management Group, a local investment planning firm. He also previously served as a Financial Planning Specialist and Senior Advisor with Smith Barney and A.G. Edwards. He is an active volunteer for the local Keith Worthington chapter of the ALS Association.
Bob earned his bachelor’s degree in Business Communications from the University of Kansas.
Bob is a registered representative and holds his FIRNA Series 7, 31, and 63 securities registrations. He holds the Series 65 registration with Bukaty Companies Financial Services.