Robert J. Skinner

SKINNER ADVISORY, LTD.

WHEATON, IL

Some features on this profile are disabled

CRD#: 2790143

Professional summary

Robert John Skinner, who also goes by Robert Skinner, is a registered financial advisor currently at SKINNER ADVISORY, LTD. located in Wheaton, Illinois.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Robert has worked at 1 firm and has passed the Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert Skinner

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.

APPLICANT AND SPOUSE ARE SOLE OWNERS OF: OLD LINDSTROM, LTD. D/B/A LINDSTROM ANTIQUE MALL 12740 LAKE BLVD. P.O. BOX 668 LINDSTROM, MN 55045. INVESTMENT-RELATED, RETAIL AND RESIDENTIAL RENTALS (ANTIQUE MALL AND APARTMENTS AT ABOVE LOCATION). ROBERT J. SKINNER, PRESIDENT STARTED 08/1993 TIME DEVOTED: 4 HOURS/MO. TIME DEVOTED DURING SECURITIES TRADING HOURS: NONE. DUTIES CONSIST OF RENTAL DECISIONS AND ANNUAL INCOME TAX COMPLIANCE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert John Skinner'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®

None

Experience

Current

November 18, 1997 - Present

SKINNER ADVISORY, LTD.

RIA

CRD#: 123643

WHEATON, IL

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

Illinois
(11/18/1997)

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: 8/1/1996

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 11/5/1996

General Securities Representative Examination

Current Firm

SKINNER ADVISORY, LTD.

CRD#: 123643 / SEC#:

Illinois

Registered Investment Advisory firm - (11/18/1996 Approved)

Michigan

Registered Investment Advisory firm - (12/7/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Wheaton, IL

Mailing Address

Phone number

(630) 682-0100

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	37
AUM (Assets Under Management)	$ 22,122,487

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Robert J. Skinner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert John Skinner's CRS (Customer Relationship Summary).

Certified licenses

Experience

SKINNER ADVISORY, LTD.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/1/1996

Series 7

Date: 11/5/1996

Current Firm

SKINNER ADVISORY, LTD.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SKINNER ADVISORY, LTD.

TRUST BUT VERIFY

Similar Advisors