Robert Morvice has been an investment adviser representative at Prairieview Wealth Partners since October 2023, and is not listed among the firm’s executive officers or direct owners.
Prairieview Wealth Partners, LLC is a Frankfort, IL firm with $207M under management, 288 clients and 4 advisers across 3 offices, as of its October 2026 filing.
Robert Morvice’s longest registration is the current one, 3 years at Prairieview Wealth Partners since 2023. Before joining Prairieview Wealth Partners in 2023, Robert Morvice was registered through Thrivent Advisor Network, LLC and Bates Financial Advisors, Inc.
- – present · 3 yearsFrankfort, IL · Adviser representative · Firm CRD 327974
- Thrivent Advisor Network, LLC– · 1 yearOrland Park, IL · Adviser representative · Firm CRD 304569
- Bates Financial Advisors, Inc.– · 2 yearsRockford, IL · Adviser representative · Firm CRD 116515
Investment adviser representative registrations
Robert Morvice is registered as an investment adviser representative in Illinois, since October 2023.
- IllinoisSince 11 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 57TO | Securities Trader Exam | 2 January 2023 |
| Series 51 | Municipal Fund Securities Principal Examination | 13 September 2019 |
| Series 7TO | General Securities Representative Examination | 2 May 2019 |
| Series 66 | Uniform Combined State Law Examination | 22 March 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 4 December 2013 |
- Name
- Securities Trader Exam
- Name
- Municipal Fund Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Full name
- Robert Edward Morvice
- CRD
- 4639497
- Firm
- Prairieview Wealth Partners · CRD 327974
- Office
- 28 W NEBRASKA ST, Frankfort, IL 60423
- Registration
- Investment adviser registration
- In the industry since
- August 2011
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Morvice work?
Robert Morvice is an investment adviser representative registered through Prairieview Wealth Partners, LLC since October 2023, and is not listed among the firm’s executive officers or direct owners.
Is Robert Morvice a financial advisor?
Yes. Robert Morvice has a current investment-adviser registration in Illinois, through Prairieview Wealth Partners since October 2023.
How many years of experience does Robert Morvice have?
Robert Morvice has 15 years in the financial industry, since August 2011, across 3 adviser firms.
What exams has Robert Morvice passed?
Robert Morvice has passed 5 licensing exams: the Series 24, Series 66, Series 7TO, Series 51 and Series 57TO. The earliest, the Series 24, was passed in December 2013. FINRA credited Robert Morvice with the SIE, which began in October 2018.
Where did Robert Morvice work before Prairieview Wealth Partners?
Before Prairieview Wealth Partners, Robert Morvice was registered through Bates Financial Advisors, Inc., May 2019 to April 2022.
Where is Robert Morvice based?
Robert Morvice’s registered office is in Frankfort, IL.
Is Robert Morvice registered with FINRA?
No. Robert Morvice has no current broker registration.
How can I verify Robert Morvice’s record?
Search CRD 4639497 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Morvice’s full registration record.