Robert D. Oliver

OLIVER FINANCIAL PLANNING LLC

Ann Arbor, MI 48104

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CRD#: 2964486

Professional summary

Robert David Oliver, CFP®, who also goes by Robert D Oliver, is a registered financial advisor currently at OLIVER FINANCIAL PLANNING LLC located in Ann Arbor, Michigan.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Robert has worked at 3 firms and has passed the Series 7 exam.

Core Areas of Focus

Cash Flow/Budgets/Credit Issues

College/Education Planning

Fixed Fee (Subscription

Retainer

etc.)

Investment Advice without Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Question & Answer

What are your service offerings?

Oliver Financial Planning prov...

Please visit www.oliverplannin...

Are you a "fiduciary"?

Yes

Aliases

Robert D Oliver

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 David Oliver'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

Experience

Current

December 10, 2010 - Present

OLIVER FINANCIAL PLANNING LLC

Office #1: 202 E. Washington Street Suite 303, Ann Arbor, MI 48104

RIA

CRD#: 135430

Ann Arbor, MI

Past

August 4, 2003 - December 16, 2004

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

May 26, 1999 - April 19, 2000

PERSHING LLC

CRD#: 7560

JERSEY CITY, NJ

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

Michigan
(12/10/2010)

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

General Industry/Product Exam

Series 7

Date: 5/25/1999

General Securities Representative Examination

Current Firm

OLIVER FINANCIAL PLANNING LLC

CRD#: 135430 / SEC#:

Michigan

Registered Investment Advisory firm - (7/14/2005 Approved)

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Contact information

Main Address

202 E. Washington Street Suite 303, Ann Arbor, MI 48104

Mailing Address

Phone number

(734) 926-0022

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Robert D. Oliver

Professional summary

Core Areas of Focus

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert David Oliver's CRS (Customer Relationship Summary).

Certified licenses

Experience

OLIVER FINANCIAL PLANNING LLC

MML INVESTORS SERVICES, LLC

PERSHING LLC

State Registrations and Notice Filings

Exams

Series 7

Date: 5/25/1999

Current Firm

OLIVER FINANCIAL PLANNING LLC

Contact information

Documents

Red Flags

Company Information

OLIVER FINANCIAL PLANNING LLC

TRUST BUT VERIFY

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