Robert Bjork has been President and Vice President of Navista Wealth Management since January 2024, is a control person of the firm and directly owns 75% or more of it. Robert Bjork holds a Bachelor's degree from Carlson School of Management, University of Minnesota.
Navista Wealth Management, Inc. is a Minnetonka, MN firm with $710M under management, 402 clients and 3 advisers across 2 offices, as of its March 2026 filing.
Robert Bjork is Founder and Wealth Advisor of Navista Wealth Management. Bjork provides financial planning and investment advisory services to executives, professionals and business owners, as well as qualified retirement plans. He has more than 40 years of experience in the industry and currently serves on the Converge Worldwide Pension Investment Board.
Robert Bjork’s longest registration was 10 years at Raymond James Financial Services Advisors, Inc (2013–2024). Before joining Navista Wealth Management in 2024, Robert Bjork was registered through Birch Cove Group, LTD. and Raymond James Financial Services Advisors, Inc.
- Birch Cove Group, LTD.– · 10 yearsMinneapolis, MN · Adviser representative · Firm CRD 148926
- Raymond James Financial Services Advisors, Inc– · 10 yearsMinneapolis, MN · Adviser representative · Firm CRD 149018
Professional designations
Listed by Navista Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Robert Bjork is registered as an investment adviser representative in 3 states. Each was approved in September 2024.
- FloridaSince 16 September 2024
- MinnesotaSince 5 September 2024
- TexasSince 5 September 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 52TO | Municipal Securities Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 28 June 2010 |
| Series 51 | Municipal Fund Securities Principal Examination | 28 May 2003 |
| Series 24 | General Securities Principal Examination | 25 April 1986 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 November 1981 |
| Series 7 | General Securities Representative Examination | 15 August 1981 |
- Name
- Municipal Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Municipal Fund Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Alan Bjork
- CRD
- 1007189
- Firm
- Navista Wealth Management · CRD 332373
- Role
- President and Vice President
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 1981
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- navistawealth.com
Where does Robert Bjork work?
Robert Bjork has been President and Vice President of Navista Wealth Management, Inc. since January 2024, and is a control person of the firm.
Is Robert Bjork a financial advisor?
Yes. Robert Bjork has a current investment-adviser registration in Florida, Minnesota and Texas, through Navista Wealth Management since September 2024.
How many years of experience does Robert Bjork have?
Robert Bjork has 45 years in the financial industry, since August 1981, across 3 adviser firms.
What exams has Robert Bjork passed?
Robert Bjork has passed 6 licensing exams: the Series 7, Series 63, Series 24, Series 51, Series 31 and Series 52TO. The earliest, the Series 7, was passed in August 1981. FINRA credited Robert Bjork with the SIE, which began in October 2018.
Is Robert Bjork registered with FINRA?
Yes. Robert Bjork has a current broker registration, under CRD 1007189.
Source: FINRA BrokerCheck
Is Robert Bjork a CFP?
Navista Wealth Management lists Robert Bjork with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Robert Bjork’s record?
Search CRD 1007189 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Robert Bjork’s full registration record.