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RIA / WealthAdvisorCertified Financial Planner23 years in industry

ROBERT JOSEPH OSTAPOWER

Advisor at NETWORTH FINANCIAL SERVICES, LLC

Johns Creek, GA

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Search this name across graphsid dfx:ria:920db1da-877e-7ebd-824b-5f188e586d3b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 27, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: NETWORTH FINANCIAL SERVICES, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 9, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Oct 9, 2002
First registration: Sep 27, 2004
Dual registered: no
Other names: BOB JOSEPH OSTAPOWER|ROBERT JOSEPH OSTAPOWER
IAPD individual key: 4581235

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
NETWORTH FINANCIAL SERVICES, LLC	Independent wealth	Nov 21, 2016	n/a	yes	Johns Creek, GA	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Feb 22, 2012	Aug 19, 2019	no	JOHNS CREEK, GA\|JOHNS CREEK, GA	Previous registration
QUESTAR ASSET MANAGEMENT, INC.	Former SEC adviser	Jan 22, 2008	Jan 24, 2012	no	MINNEAPOLIS, MN	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Dec 14, 2005	Nov 28, 2007	no	ROSWELL, GA\|ATLANTA, GA	Previous registration
1717 CAPITAL MANAGEMENT COMPANY	n/a	Sep 27, 2004	Dec 17, 2005	no	ATLANTA , GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL FINANCIAL LLC	NETWORTH FINANCIAL SERVICES, LLC	Aug 19, 2019	Nov 21, 2016	-1,001	Firm change after gap	Ibd to RIA
QUESTAR ASSET MANAGEMENT, INC.	LPL FINANCIAL LLC	Jan 24, 2012	Feb 22, 2012	29	Firm change	Other
NFP ADVISOR SERVICES, LLC	QUESTAR ASSET MANAGEMENT, INC.	Nov 28, 2007	Jan 22, 2008	55	Firm change	Other
1717 CAPITAL MANAGEMENT COMPANY	NFP ADVISOR SERVICES, LLC	Dec 17, 2005	Dec 14, 2005	-3	Firm change	Other

Relationships

Registered with (5)

→ NETWORTH FINANCIAL SERVICES, LLCRegistered adviserregistration: current employment
Nov 21, 2016 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Feb 22, 2012 to Aug 19, 2019factForm ADV
→ QUESTAR ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Jan 22, 2008 to Jan 24, 2012factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Dec 14, 2005 to Nov 28, 2007factForm ADV
→ 1717 CAPITAL MANAGEMENT COMPANYRegistered adviserregistration: previous registration
Sep 27, 2004 to Dec 17, 2005factForm ADV

Dated events

No dated event names this entity yet.