Robert M. Sweas, CFP®
Saint Charles
Summary
I am an experienced CERTIFIED FINANCIAL PLANNER® who helps high net worth and ultra high net worth client families achieve their financial goals. I welcome creative collaborative planning with tax professionals and estate planning attorneys, and I help implement and administer complex financial plans with precise attention to detail.
As a trusted confidante and empathetic listener, I also enjoy helping clients navigate through life's transitions. Approaching retirement, losing a spouse or going through a divorce can be overwhelming, but a well-developed financial plan can alleviate fear and bring confidence as someone enters life's next chapter.
I enjoy educating clients on investment planning, retirement savings and income planning, tax and estate planning, risk management and insurance planning and charitable giving strategies. I communicate in a way that makes complex things easy to understand, and as a fiduciary I consult with clients to help them make prudent financial decisions.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Investment Advisor Representative
IPI Wealth Management, Inc.
Decatur
04.2026 - Current
CCO, Investment Advisor Representative
KRM Financial Planning & Wealth Management, LLC
St. Charles
12.2025 - 04.2026
- Helped register new RIA and lead the transition of 500+ client accounts ($220MM AUM) with near flawless execution.
COO, Financial Advisor
KRM Financial Services
St. Charles
03.2012 - 04.2026
- Lead financial advisor who conducted client meetings, developed hundreds of client financial plans and generated hundreds of client tax projections
- Implemented and administered complex trusts and estate plans
- Consulted business owners of qualified retirement plans
- Oversaw all operations, onboarding, trading and client experience
Investment Advisor Representative
Arete Wealth Advisors, LLC
St. Charles
07.2023 - 03.2026
Registered Representative
Arete Wealth Management, LLC
St. Charles
07.2023 - 12.2025
Investment Advisor Representative/Registered Rep
Ausdal Financial Partners, Inc.
St. Charles
12.2007 - 06.2023
Financial Advisor/Tax Preparer
Paul Sweas & Company, Ltd. CPA's
Downers Grove
12.2007 - 03.2012
Sales Representative
Chicago White Sox, Ltd.
Chicago
08.2006 - 09.2007
Education
Bachelor of Arts - Business And Spanish
Hope College
Holland, MI05-2006
Certification
- CERTIFIED FINANCIAL PLANNER®
- Series 7
- Series 66
- Life/Health/Variable Insurance License
Timeline
Investment Advisor Representative
IPI Wealth Management, Inc.
04.2026 - Current
CCO, Investment Advisor Representative
KRM Financial Planning & Wealth Management, LLC
12.2025 - 04.2026
Investment Advisor Representative
Arete Wealth Advisors, LLC
07.2023 - 03.2026
Registered Representative
Arete Wealth Management, LLC
07.2023 - 12.2025
COO, Financial Advisor
KRM Financial Services
03.2012 - 04.2026
Investment Advisor Representative/Registered Rep
Ausdal Financial Partners, Inc.
12.2007 - 06.2023
Financial Advisor/Tax Preparer
Paul Sweas & Company, Ltd. CPA's
12.2007 - 03.2012
Sales Representative
Chicago White Sox, Ltd.
08.2006 - 09.2007
Bachelor of Arts - Business And Spanish
Hope College