Robert M. Zalokar
Professional summary
Robert Michael Zalokar, CFP®, who also goes by Bob Zalokar, is a registered financial advisor currently at LIFEGOALS FINANCIAL GROUP located in Owosso, Michigan.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Robert has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Michael Zalokar's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2000
Experience
December 17, 2010 - Present
LIFEGOALS FINANCIAL GROUP
Office #1: 215 N Water St Suite 129, Owosso, MI 48867February 27, 2004 - January 3, 2006
CENTENNIAL SECURITIES COMPANY, INC.
December 4, 2002 - November 3, 2003
CENTENNIAL SECURITIES COMPANY, INC.
January 14, 2000 - October 9, 2001
CITIGROUP GLOBAL MARKETS INC.
March 31, 1989 - January 25, 2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 25, 1987 - April 11, 1989
THOMSON MCKINNON SECURITIES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/17/2010)
Exams
Current Firm
LIFEGOALS FINANCIAL GROUP
CRD#: 130082 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 167 |
| AUM (Assets Under Management) | $ 50,103,102 |
Red Flags
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