Robert Arthur Roper

Financial advisor at Kroon & Mitchell Asset Management LLC · Grand Rapids, MI

Last updated 2026-10-10

Claim your profile

Robert Arthur Roper is a financial advisor at Kroon & Mitchell Asset Management LLC in Grand Rapids, MI, CRD 7827232. Licenses and exams on the registration: Series 65. IAPD registration began 2023-10-27.

Registration

CRD number
7827232
Registration status
Active
IAPD registration
2023-10-27
Industry Experience
2 years
Work Experience
10 years
States registered
MI

Licenses and exams

  • Series 65

Work history

  • 2023-10 to Present · Kroon & Mitchell · Grand Rapids, MI
  • 2021-12 to Present · Kroon & Mitchell, Cpa's · Grand Rapids, MI
  • 2019-05 to 2021-12 · Odl, Inc. · Zeeland, MI
  • 2016-01 to 2019-05 · Crowe · Grand Rapids, MI

Current employment

SEC IAPD record for Robert Arthur Roper

Kroon & Mitchell Asset Management LLC

Regulatory AUM
$220,910,638
Registered advisors
4
Offices
1
Average AUM per client
$1.1M (Low)
High-net-worth client ratio
23.2% (Moderate)

Kroon & Mitchell Asset Management LLC: advisors, services and reported ETF investments

About

Robert Arthur Roper is a financial advisor at Kroon & Mitchell Asset Management LLC in Grand Rapids, MI. Reported securities licenses include Series 65. The latest record indicates 2 years of industry experience and 10 years of reported work history. Reported roles include Kroon & Mitchell, Kroon & Mitchell, Cpa's, Odl, Inc., Crowe.

SEC disclosures list additional business and community activities: I Am A Certified Public Accountant For Which I Earn An Annual Salary.

Kroon & Mitchell Asset Management LLC's firm-level Form ADV reports 4 advisors across 1 offices; approximately 50.8 clients per advisor, average assets per client of $1,088,230, and regulatory AUM of $220.9M; client categories including Individuals (non-HNW), High net worth individuals; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients.

What this firm offers

Filed by Kroon & Mitchell Asset Management LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges

Business and affiliations

  • Accountant or Accounting Firm

Location

29 Pearl Street NW, Grand Rapids, MI 49503

4 advisors at this office.

Kroon & Mitchell Asset office in Grand Rapids, MI

Open in Google Maps

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Robert Arthur Roper?

Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.