Robert David Oliver
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Oliver Financial Planning provides ongoing financial planning and investment advice to a limited number of clients for a flat monthly fee based on net worth. We are located in Ann Arbor
- Michigan.
- Please visit www.oliverplanning.com for more information.
Other Aliases
Robert D Oliver
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Videos & Posts
This advisor has not added any videos or posts yet.
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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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Credentials
Years of Experience
27 years in the financial services industry
Current & Past Employments
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Current Firm
OLIVER FINANCIAL PLANNING LLC
Contact Information
Main Address
202 E. Washington Street Suite 303, Ann Arbor, MI 48104Phone Number
(734) 926-0022# of Employees
1Documents
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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.
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State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Robert David Oliver's CRS (Customer Relationship Summary).
Services Offered by Robert
- Oliver Financial Planning provides ongoing financial planning and investment advice to a limited number of clients for a flat monthly fee based on net worth. We are located in Ann Arbor
- Michigan.
- Please visit www.oliverplanning.com for more information.
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