Robert M. Byrns

STRATEGIC INVESTMENT SOLUTIONS

ORLAND PARK, IL 60462

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CRD#: 2008961

Professional summary

Robert Michael Byrns, AIF®, CFP® is a registered financial advisor currently at STRATEGIC INVESTMENT SOLUTIONS, INC. located in Orland Park, Illinois.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Robert has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Tax Planning

Investment Planning

Retirement Planning

Are you a "fiduciary"?

Yes

Aliases

None

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. 10/12/2009 - NON-VARIABLE INSURANCE - SELLING FIXED ANNUITIES AND PRIMARILY TERM INSURANCE. - 3% OF TIME SPENT - ORLAND PARK, IL 2. 02/22/2010 - ROBERT BYRNS, EA - TAX PREP / ACCOUNTING / BOOKKEEPING - TAX PREPARATION - 20% OF TIME SPENT 3. 2/9/2017 - Strategic Investment Solutions - DBA: (hybrid) Strategic Investment Solutions - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 07/01/2009 - 125 Hours Per Month During Securities Trading - I provide investment advisory services through Strategic Investment Solutions, an independent investment advisor firm. I started this business activity in 1/2006 . I expect to spend approximately 125 hours per month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Michael Byrns'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

March 23, 2007 - Present

STRATEGIC INVESTMENT SOLUTIONS, INC.

Office #1: 9501 W 144th Place, Orland Park, IL 60462

RIA

CRD#: 143128

ORLAND PARK, IL

Past

April 21, 2021 - May 26, 2021

FORUM FINANCIAL MANAGEMENT, LP

RIA

CRD#: 145706

Orland Park, IL

Past

January 2, 2018 - December 31, 2024

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Orland Park, IL

Past

March 9, 2010 - February 10, 2012

LPL FINANCIAL LLC

RIA

CRD#: 6413

ORLAND PARK, IL

Past

September 8, 2009 - December 12, 2009

LPL FINANCIAL LLC

RIA

CRD#: 6413

ORLAND PARK, IL

Past

September 8, 2009 - December 31, 2017

LPL FINANCIAL LLC

CRD#: 6413

ORLAND PARK, IL

Past

January 24, 2006 - September 8, 2009

WATERSTONE FINANCIAL GROUP, INC.

RIA

CRD#: 10078

ORLAND PARK, IL

Past

January 24, 2006 - September 8, 2009

WATERSTONE FINANCIAL GROUP, INC.

CRD#: 10078

ORLAND PARK, IL

Past

February 16, 1998 - January 27, 2006

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

OAK FOREST, IL

Past

November 22, 1989 - January 27, 2006

CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358

SCHAUMBURG, IL

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".

STRATEGIC INVESTMENT SOLUTIONS, INC.

CRD#: 143128 / SEC#: 801-67584

RIA

Registered Investment Advisory firm - (3/23/2007 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

Arizona
(2/26/2019)

IAR

Illinois
(3/23/2007)

IAR

Texas
(3/23/2007)

IAR

Wisconsin
(2/20/2019)

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: 11/21/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/19/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/18/1989

General Securities Representative Examination

Current Firm

STRATEGIC INVESTMENT SOLUTIONS, INC.

CRD#: 143128 / SEC#: 801-67584

RIA

Registered Investment Advisory firm - (3/23/2007 Approved)

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Contact information

Main Address

9501 W 144th Place, Orland Park, IL 60462-2562

Mailing Address

Phone number

(708) 645-8820

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STRATEGIC INVESTMENT SOLUTIONS, INC. ADV PART 2A 07-12-2015 (2/17/2025)

Regulatory assets under management

Total Number of Accounts	3,910
AUM (Assets Under Management)	$ 910,000,000

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/23/2025	Cover Page	Report
08/10/2023	Cover Page	Report
01/24/2023	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

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

Robert M. Byrns

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Michael Byrns's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORUM FINANCIAL MANAGEMENT, LP

PURSHE KAPLAN STERLING INVESTMENTS

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WATERSTONE FINANCIAL GROUP, INC.

WATERSTONE FINANCIAL GROUP, INC.

CETERA INVESTMENT ADVISERS LLC

CETERA FINANCIAL SPECIALISTS LLC

Primary Firm SEC Registration

STRATEGIC INVESTMENT SOLUTIONS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/21/1997

Series 63

Date: 9/19/1991

SIE

Date: 10/1/2018

Series 7

Date: 11/18/1989

Current Firm

STRATEGIC INVESTMENT SOLUTIONS, INC.

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC INVESTMENT SOLUTIONS, INC.

TRUST BUT VERIFY

Contact information

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