RK
Robert R. Kirkpatrick
STRATEGIC FINANCIAL PARTNERS, LTD
Portland, OR
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CRD#: 3005008
RK
Professional summary
Robert Ryan Kirkpatrick, ChFC® is a registered financial advisor currently at STRATEGIC FINANCIAL PARTNERS, LTD located in Portland, Oregon and LPL FINANCIAL LLC located in Portland, Oregon.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Robert has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
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) 12/26/2007: NO BUSINESS NAME - INV REL - 3922 SW MARIGOLD STREET, PORTLAND, OR 97219 - REAL ESTATE RENTAL - 1% OF TIME SPENT - RENTAL PROPERTY OWNER (2) 09/26/2009: STRATEGIC FINANCIAL PARTNERS, LTD - REGISTERED INVESTMENT ADVISOR DBA - INV REL - AT REPORTED BUSINESS LOCATION(S) - 20% OF TIME SPENT (3) 9/27/2017: Robert Kirkpatrick, Inc. - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 01/10/2017 - 8 Hours Per Month/1 Hour During Securities Trading. (4) 11/27/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 09/01/2017 - 5 Hours Per Month/0 Hours During Securities Trading - Owner and sales associate. (5) 11/03/2025- Real Estate Rental- Not INV Related- Home Based- Start date 05/05/2005- 5 Hours Per Month
CRS (Client Relationship Summary) - RIA
Click below to view Robert Ryan Kirkpatrick'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®
Experience
Current
June 29, 2009 - Present
STRATEGIC FINANCIAL PARTNERS, LTD
RIA
CRD#: 148858
Portland, OR
Current
June 2, 2004 - Present
LPL FINANCIAL LLC
RIA
BD
CRD#: 6413
PORTLAND, OR
Past
December 12, 2018 - October 6, 2020
LPL FINANCIAL LLC
RIA
CRD#: 6413
LAKE OSWEGO, OR
Past
June 2, 2004 - December 2, 2009
LPL FINANCIAL LLC
RIA
CRD#: 6413
LAKE OSWEGO, OR
Past
February 12, 1998 - June 15, 2004
WS GRIFFITH SECURITIES, INC.
BD
CRD#: 10410
HARTFORD, CT
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".
SF
STRATEGIC FINANCIAL PARTNERS, LTD
STRATEGIC FINANCIAL PARTNERS, LTD
CRD#: 148858 / SEC#: 801-77447
RIA
Registered Investment Advisory firm - (12/10/2012 Approved)California
Registered Investment Advisory firm - (1/10/2013 Terminated)Oregon
Registered Investment Advisory firm - (12/21/2012 Terminated)Texas
Registered Investment Advisory firm - (11/30/2012 Terminated)Washington
Registered Investment Advisory firm - (3/22/2013 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(6/2/2004)
RR
California(6/2/2004)
RR
Connecticut(8/18/2023)
RR
Nebraska(10/23/2014)
RR
Oregon(6/2/2004)
IAR
Oregon(6/29/2009)
RR
South Dakota(4/3/2019)
RR
Texas(9/20/2024)
RR
Washington(6/2/2004)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SF
STRATEGIC FINANCIAL PARTNERS, LTD
STRATEGIC FINANCIAL PARTNERS, LTD
CRD#: 148858 / SEC#: 801-77447
RIA
Registered Investment Advisory firm - (12/10/2012 Approved)California
Registered Investment Advisory firm - (1/10/2013 Terminated)Oregon
Registered Investment Advisory firm - (12/21/2012 Terminated)Texas
Registered Investment Advisory firm - (11/30/2012 Terminated)Washington
Registered Investment Advisory firm - (3/22/2013 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Bend, OR
Mailing Address
5454 River Road North #20190, Keizer, OR 97307
Phone number
(503) 467-7832
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 900 |
| AUM (Assets Under Management) | $ 268,796,391 |
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.
