Robert W. Stanley

R. W. STANLEY INVESTMENT PLANNING

Grayslake, IL

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CRD#: 5636615

Professional summary

Robert Wayne Stanley, CFP®, ChFC® is a registered financial advisor currently at R. W. STANLEY INVESTMENT PLANNING located in Grayslake, Illinois.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Robert has worked at 1 firm .

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.

ROBERT W. STANLEY DBA STANLEY AGENCY, IS A PROVIDER OF FIRE, CASUALTY AND LIFE INSURANCE, LOCATED AT 1590 S. MILWAUKEE AVE SUITE 207 LIBERTYVILLE IL SINCE 1991. THE AGENT/OWNER, ROBERT W. STANLEY IS AVAILABLE, BY APPOINTMENT, DURING NORMAL BUSINESS HOURS MONDAY THRU FRIDAY. HOURS SPENT ON STANLEY AGENCY BUSINESS ARE FLEXIBLE AND VERY, BUT GENERALLY DO NOT EXCEED EIGHTY HOURS PER MONTH. ROBERT W. STANLEY DOES NOT TAKE ASSETS UNDER MANAGEMENT, DOSE NOT SELL INVESTMENT PRODUCTS AND WILL NOT DO SO IN THE FUTURE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Wayne Stanley'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

Start date: 2004

ChFC^®

Chartered Financial Consultant

Experience

Current

March 9, 2009 - Present

R. W. STANLEY INVESTMENT PLANNING

RIA

CRD#: 149205

Grayslake, 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
(3/9/2009)

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Exams

Current Firm

R. W. STANLEY INVESTMENT PLANNING

R. W. STANLEY INVESTMENT PLANNING | STANLEY ROBERT WAYNE | STANLEY ROBERT W.

CRD#: 149205 / SEC#:

Illinois

Registered Investment Advisory firm - (3/9/2009 Approved)

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Contact information

Main Address

Grayslake, IL

Mailing Address

Phone number

(847) 816-0170

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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