Robert Eberhardt, CFP in

Robert Eberhardt, CFP

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President, CEO at K2K Associates, Inc.
📍 Oswego, Illinois, United States

Robert Eberhardt is the President and CEO of K2K Associates, a business consulting firm he has led for over two decades. A Certified Financial Planner with a finance degree from Northern Illinois University, he specializes in practice management and growth for financial services firms. People often call him enthusiastic, creative, and a diligent professional.

Beyond his consulting work, Robert has diverse entrepreneurial and community interests. He previously served as President of Top Notch Kennels, indicating a passion for animals. His service as a Finance & Operations Committee Member for a local school district highlights his dedication to community involvement and education.

Unique fact: Robert holds a federal trademark for a turnkey sales and marketing program he developed for financial advisers.

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Experience
22 Years
Current Role
President, CEO
Job Level
Leadership
Location
Oswego, Illinois, United States
Personality Overview

How Robert shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Robert cares about

Business Growth
His firm, K2K Associates, focuses on coaching businesses, particularly insurance agencies and financial practices, to achieve a fun and profitable work environment.
Financial Planning
As a Certified Financial Planner (CFP), he has extensive expertise in the field and has developed training programs for bank brokerage programs in Chicago.
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Career

Work history

1-2000
President, CEO
K2K Associates, Inc.
1-2012
CFP
PRINCIPAL SECURITIES, INC.
5-2005 - 10-2023
President
Top Notch Kennels
8-2017 - 10-2022
Finance & Operations Committee Member
Community Unit School District 308
10-2000 - 10-2008
Regional Director of Sales
Zurich Financial Services
In the press

Media appearances

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Education
1987 - 1992
Bachelor of Science (BS)
Northern Illinois University
1983 - 1987
Education details unavailable
Glenbard West
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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