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Mr. Hobert earned a B.S. degree in Economics from Wharton School of Finance and a M.S. in Financial Services from the American College. He has been awarded the Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC) and the Chartered Life Underwriter (CLU) designations. Len is an Investment Advisor Representative of Hobert & Svoboda, Inc. He is licensed as a General Securities Principal and a Financial Principal with the National Association of Securities dealers and as an Insurance broker with the state of Wisconsin.
Mr. Hobert is a member of the Financial Planning Association, past president of The Greater Milwaukee Association for Financial Planning, a member of the Institute of Certified Financial Planners, and The American Society of Financial Service Professionals. He has also served on the Schwab Institutional Advisory Board. A frequent speaker on portfolio design and management and financial planning, Mr. Hobert has made presentations to Schwab Institutional's Annual Advisors' Conference, the Milwaukee Bar Association-Estate and Probate Division, the Milwaukee Estate Counselors Forum, the Independent business Association of Wisconsin and many other groups and conferences. He has been an instructor for the Wealth Accumulation Planning and Financial Counseling courses sponsored by the American College.
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Mr. Svoboda, as an International Science Fair Finalist, attended Marquette University on 4-year scholarship where he received his Bachelor of Science degree in 1974. Having studied extensively in the area of investment management, he has written many articles for the Milwaukee Business Journal and has been interviewed byMoney magazine.
Mr. Svoboda is a member of The Greater Milwaukee Association for Financial Planning and also a member of The International Association for Financial Planning. Mr. Svoboda has passed the Wisconsin Investment Advisor Representative Qualification Examination. He is a licensed member of the National Association of Securities Dealers, Inc., and is registered as a Direct Participation Program Securities Principal with the Securities and Exchange Commission. He is also licensed as a Real Estate Broker with the State of Wisconsin.
The diversified background of the firm's professional staff in financial planning and Portfolio Design and Management makes Hobert & Svoboda, Inc. uniquely qualified to assist clients in the development and implementation of their overall financial planning and investment strategies.
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