Robert K. Stinson

STINSON FINANCIAL PLANNING

NASHVILLE, TN

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CRD#: 1493199

Professional summary

Robert Kevin Stinson, CFP®, who also goes by Kevin Stinson, is a registered financial advisor currently at STINSON FINANCIAL PLANNING located in Nashville, Tennessee.

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 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kevin Stinson

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Kevin Stinson's 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: 2003

Experience

Current

June 23, 2004 - Present

STINSON FINANCIAL PLANNING

RIA

CRD#: 121272

NASHVILLE, TN

Past

July 12, 2001 - July 11, 2002

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Past

September 20, 2000 - June 27, 2001

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

September 20, 2000 - June 27, 2001

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

September 5, 1997 - September 14, 2000

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

April 29, 1986 - September 14, 2000

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

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

Tennessee
(6/23/2004)

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

IAR

Series 65

Date: 3/26/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/16/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 4/28/1986

Investment Company Products/Variable Contracts Representative Examination

Current Firm

STINSON FINANCIAL PLANNING

STINSON FINANCIAL PLANNING | STINSON, ROBERT KEVIN

CRD#: 121272 / SEC#:

Tennessee

Registered Investment Advisory firm - (6/26/2002 Approved)

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Contact information

Main Address

Nashville, TN

Mailing Address

Phone number

(615) 330-9151

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	17
AUM (Assets Under Management)	$ 27,085,546

Red Flags

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

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Robert K. Stinson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

STINSON FINANCIAL PLANNING

SECURIAN FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/26/2002

Series 63

Date: 10/16/1997

Series 6

Date: 4/28/1986

Current Firm

STINSON FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STINSON FINANCIAL PLANNING

TRUST BUT VERIFY

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