Robert A. Uptegraff Jr.

Robert A. Uptegraff Jr.

Financial Advisor

Office: (810) 694-1120
Fax: (810) 694-1130
E-mail:
 

Robert joined RLM Financial Services with 28 years of experience in financial consulting & Advising. He studied at the University of Michigan for his BBA-Finance; Michigan State University for his MBA-Finance; and the University of New Orleans for his Ph.D. in Financial Economics. Robert's career led him to serve as Vice President-Finance and Chief Financial Officer of Rob-Lee Inc. where he ran all financial operations of the firm. Robert's career interests also entail the world of academia as he is a Special Instructor of Finance for Oakland University. Past ventures include working for the Michigan State Governors Council for Physical Fitness and creating his own consulting firm Faccec, Inc. As such, the realm of Robert's career spans the publicly held corporate sector, non-profit sector, financial sector, and academia. Robert specializes in financial markets, monetary policy, government fiscal policy, and their interactions and effects on client investments and strategies. Robert is a FINRA series 7, 63 and 65 registered Advisor and holds licenses in life and health insurance, variable contracts, and property & casualty insurance. Robert is a Registered Representative of H.Beck, Inc.