Robert Korljan has been Partner of Eaton-Cambridge since October 1999, is a control person of the firm and directly owns between 10% and 25% of it. Robert Korljan studied at Arizona State University and Covenant Theological Seminary.
Eaton-Cambridge Inc. is a Phoenix, AZ firm with $481M under management, 311 clients and 4 advisers in one office, as of its June 2026 filing.
Robert Korljan is Founder and Partner of Eaton-Cambridge, where he helps individuals and families build and protect their wealth through investment, tax and estate planning. Before founding Eaton-Cambridge, Korljan served as a tax partner at BKD, LLP. He focuses on providing clients with practical strategies for growing their wealth and securing their financial futures.
Robert Korljan’s longest registration is the current one, 26 years at Eaton-Cambridge since 1999.
- 724 Capital, LLC– · 1 yearPhoenix, AZ · Adviser representative · Firm CRD 318170
- Johnson Wealth Management, LLC– · 3 yearsPhoenix, AZ · Adviser representative · Firm CRD 306504
- Eaton-Cambridge Inc.Current– present · 26 yearsPhoenix, AZ · Adviser representative · Firm CRD 116798
Professional designations
Listed by Eaton-Cambridge
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
Investment adviser representative registrations
Robert Korljan is registered as an investment adviser representative in Arizona, since November 1999.
- ArizonaSince 1 November 1999
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 September 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 February 1993 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 11 February 1993 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Robert Ralph Korljan
- CRD
- 2313014
- Firm
- Eaton-Cambridge · CRD 116798
- Role
- Partner
- Office
- 5090 N. 40TH STREET SUITE 205, Phoenix, AZ 85018
- Registration
- Investment adviser registration
- In the industry since
- October 1999
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- eatoncambridge.com
Where does Robert Korljan work?
Robert Korljan has been Partner of Eaton-Cambridge Inc. since October 1999, and is a control person of the firm.
Is Robert Korljan a financial advisor?
Yes. Robert Korljan has a current investment-adviser registration in Arizona, through Eaton-Cambridge since November 1999.
How many years of experience does Robert Korljan have?
Robert Korljan has 26 years in the financial industry, since October 1999, across 3 adviser firms.
What exams has Robert Korljan passed?
Robert Korljan has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in February 1993.
Where is Robert Korljan based?
Robert Korljan’s registered office is in Phoenix, AZ.
Is Robert Korljan registered with FINRA?
No. Robert Korljan has no current broker registration.
How can I verify Robert Korljan’s record?
Search CRD 2313014 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Korljan’s full registration record.