Robert K. Steinberg

BLUE CHIP PARTNERS

Farmington Hills, MI 48331

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CRD#: 1478400

Professional summary

Robert Kevin Steinberg, CFP®, who also goes by Robert K Steinberg, is a registered financial advisor currently at BLUE CHIP PARTNERS, LLC located in Farmington Hills, Michigan.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Robert has worked at 6 firms and has passed the Series 63, SIE, Series 31, Series 7, Series 51 and Series 24 exams.

Question & Answer

What are your service offerings?

Investment Planning

Estate Planning

Retirement Planning

Business Succession Planning

Comprehensive Financial Planni...

Tax Planning

Are you a "fiduciary"?

Yes

Aliases

Robert K Steinberg

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. LIFE INSURANCE (NON-VARIABLE) - FARMINGTON HILLS, MI - 01/1993 TO PRESENT - 4 HOURS PER YEAR, 1 HOUR DURING TRADING HOURS - AGENT - INVESTMENT RELATED 2. BLUE CHIP ESTATE PLANNING, LLP - FARMINGTON HILLS, MI - 06/2024 TO PRESENT - ATTORNEY - ROBERT K STEINBERG JD, PROPRIETOR/PART OWNER - ~250 HOURS PER YEAR (~<1 HOUR DURING BUSINESS HOUR) - NOT INVESTMENT RELATED 3. BLUE CHIP TAX, LLC - 11/2024 TO PRESENT - TAX RETURN & PLANNING - PARTNER / INDIRECT PART OWNER - ~50 HOURS PER YEAR (~<1 HOUR DURING BUSINESS HOUR) - NOT INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Kevin Steinberg's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1990

Experience

Current

August 6, 2010 - Present

BLUE CHIP PARTNERS, LLC

Office #1: 38505 Country Club Drive Suite 150, Farmington Hills, MI 48331

RIA

CRD#: 132437

Farmington Hills, MI

Past

July 20, 1999 - February 21, 2017

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

FARMINGTON HILLS, MI

Past

February 1, 1996 - July 21, 1999

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

January 19, 1993 - February 6, 1996

SIGMA FINANCIAL CORPORATION

CRD#: 14303

ANN ARBOR, MI

Past

April 25, 1989 - January 16, 1991

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

Past

March 20, 1986 - May 12, 1988

OSAIC FS, INC.

CRD#: 3870

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BLUE CHIP PARTNERS, LLC

BLUE CHIP PARTNERS, INC. | STEINBERG PLANNING AND INVESTMENTS, LTD | STEINBERG PLANNING AND INVESTMENT MANAGEMENT, LTD. | BLUE CHIP PARTNERS, LLC

CRD#: 132437 / SEC#: 801-64705

RIA

Registered Investment Advisory firm - (9/30/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(1/29/2019)

IAR

Louisiana
(6/2/2021)

IAR

Michigan
(8/6/2010)

IAR

Texas
(11/9/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 4/29/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/21/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 1/31/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 3/15/1986

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 7/22/2003

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 3/6/1996

General Securities Principal Examination

Current Firm

BLUE CHIP PARTNERS, LLC

BLUE CHIP PARTNERS, INC. | STEINBERG PLANNING AND INVESTMENTS, LTD | STEINBERG PLANNING AND INVESTMENT MANAGEMENT, LTD. | BLUE CHIP PARTNERS, LLC

CRD#: 132437 / SEC#: 801-64705

RIA

Registered Investment Advisory firm - (9/30/2005 Approved)

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Contact information

Main Address

38505 Country Club Drive Suite 150, Farmington Hills, MI 48331

Mailing Address

Phone number

(248) 848-1111

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ANNUAL ADV PART 2 DISCLOSURE BROCHURE - FY 2024 (3/27/2025)

Regulatory assets under management

Total Number of Accounts	2,827
AUM (Assets Under Management)	$ 1,536,658,642

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/19/2025	Cover Page	Report
09/12/2024	Cover Page	Report
10/04/2023	Cover Page	Report
04/28/2023	Cover Page	Report
01/04/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Robert K. Steinberg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Kevin Steinberg's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES, INC.

FSC SECURITIES CORPORATION

SIGMA FINANCIAL CORPORATION

AVANTAX INVESTMENT SERVICES, INC.

OSAIC FS, INC.

Primary Firm SEC Registration

BLUE CHIP PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/29/1986

SIE

Date: 2/21/2017

Series 31

Date: 1/31/2005

Series 7

Date: 3/15/1986

Series 51

Date: 7/22/2003

Series 24

Date: 3/6/1996

Current Firm

BLUE CHIP PARTNERS, LLC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BLUE CHIP PARTNERS, LLC

TRUST BUT VERIFY

Contact information

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