Robert Bolt

Robert W. Bolt

Wealth Management Advisor

  • MBA
  • CLU®
  • RICP®
FINRA BrokerCheck
5215 Old Orchard Rd, Suite 1200
Skokie, IL 60077
847-663-7173 847-663-7000 Visit my website

About my practice

Helping to create better financial outcomes through more efficient planning.Specialist in Business Succession Planning, Contingency Planning, and programs to attract and retain key employees. Expert in ESOP owned companies.Retirement Distribution Planning allowing clients to be more strategic during retirement.Work extensively with executives in the financial industry.

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