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Robert Alan Bjork

Investment Adviser Representative at NAVISTA WEALTH MANAGEMENT, INC.

Minnetonka, MNCRD #1007189Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
45 yrs
States Registered
9 states
Exams Passed
7

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Robert Alan Bjork has worked in the securities industry since 1981. They are registered to provide investment advisory services in 9 U.S. states.

Registrations & licenses

Registration type
Dual-registered
Registered in 9 states
ArizonaColoradoFloridaGeorgiaMinnesotaOregonTexasVirginiaWashington
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 11/5/1981
Series 52
Municipal Securities Representative Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 6/28/2010
Series 7
General Securities Representative Examination
Passed 8/15/1981
Series 51
Municipal Fund Securities Principal Examination
Passed 5/28/2003
Series 24
General Securities Principal Examination
Passed 4/25/1986

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 to $2,000,0000.95%
$2,000,001 to $3,000,0000.75%
$3,000,001 to $5,000,0000.65%
$5,000,001 to $10,000,0000.50%
Over $10,000,000
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Navista Wealth Management, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

NAVISTA WEALTH MANAGEMENT, INC.Current
9/5/2024Minnetonka, MN
BIRCH COVE GROUP, LTD.
1/31/201411/1/2024Minneapolis, MN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
12/9/201310/2/2024Minneapolis, MN

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at NAVISTA WEALTH MANAGEMENT, INC.

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View NAVISTA WEALTH MANAGEMENT, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Alan Bjork has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Robert Alan Bjork - Financial Advisor in Minnetonka, MN | AdvisorFinder