Robert A. Kristof

CASEY WEALTH MANAGEMENT

Orland Park, IL 60462

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CRD#: 4918569

Professional summary

Robert Allen Kristof, who also goes by Bob Allen Kristof, is a registered financial advisor currently at CASEY WEALTH MANAGEMENT, INC. located in Orland Park, Illinois.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Robert has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Allen Kristof

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.

CASEY WEALTH MANAGEMENT INC - RIA SERVICES/30 HOURS PER WEEK

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Allen Kristof'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

March 6, 2006 - Present

CASEY WEALTH MANAGEMENT, INC.

Office #1: 15614 S. Harlem Avenue Unit E, Orland Park, IL 60462

RIA

CRD#: 124098

Orland Park, IL

Past

November 5, 2009 - June 3, 2010

PARKLAND SECURITIES, LLC

CRD#: 115368

ORLAND PARK, IL

Past

April 7, 2005 - November 2, 2005

FIRST MIDWEST SECURITIES, INC.

RIA

CRD#: 21786

ORLAND PARK, IL

Past

March 22, 2005 - November 9, 2007

FIRST MIDWEST SECURITIES, INC.

CRD#: 21786

BLOOMINGTON, 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
(3/6/2006)

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 66

Date: 4/6/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 3/21/2005

General Securities Representative Examination

Current Firm

CASEY WEALTH MANAGEMENT, INC.

CASEY WEALTH MANAGEMENT, INC. | WAYNE CASEY (DBA-PENSION SOLUTIONS, INC.) | PENSION SOLUTIONS INC. (DBA - CASEY WEALTH MANAGEMENT, INC.) | PENSION SOLUTIONS INC. | CASEY, WAYNE LAWRENCE

CRD#: 124098 / SEC#:

Illinois

Registered Investment Advisory firm - (2/28/2002 Approved)

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Contact information

Main Address

15614 S. Harlem Avenue Unit E, Orland Park, IL 60462

Mailing Address

Phone number

(708) 633-8200

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	343
AUM (Assets Under Management)	$ 39,000,000

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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Firm Stability Insights

Robert A. Kristof

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Allen Kristof's CRS (Customer Relationship Summary).

Certified licenses

Experience

CASEY WEALTH MANAGEMENT, INC.

PARKLAND SECURITIES, LLC

FIRST MIDWEST SECURITIES, INC.

FIRST MIDWEST SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/6/2005

Series 7

Date: 3/21/2005

Current Firm

CASEY WEALTH MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CASEY WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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