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Robert John Skinner

SKINNER ADVISORY, LTD.
WHEATON, IL
·CRD# 2790143·30 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Robert Skinner

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

30 years in the financial services industry

Current & Past Employments

SKINNER ADVISORY, LTD.·CRD# 123643
RIA
Wheaton, IL
November 18, 1997 - Present

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Current Firm

SA
SKINNER ADVISORY, LTD.

SKINNER ADVISORY, LTD.

CRD#: 123643
Illinois
Registered Investment Advisory firm - Illinois (11/18/1996 Approved)
Michigan
Registered Investment Advisory firm - Michigan (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).

Contact Information

Main Address

Wheaton, IL

Phone Number

(630) 682-0100

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

37

AUM (Assets Under Management)

$22,122,487

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 1996About the Series 65 exam

Series 7 — General Securities Representative Examination

Passed Nov 1996About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

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

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