AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
RK

Robert E. Keilin

SIGNAL FINANCIAL PLANNING
Issaquah, WA
Some features on this profile are disabled
CRD#: 5793620
RK

Professional summary

Robert Edward Keilin, CFP®, who also goes by Bob Keilin, Robert E. Keilin, Robert Edwards Keilin, is a registered financial advisor currently at SIGNAL FINANCIAL PLANNING, LLC located in Issaquah, Washington.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Robert has worked at 2 firms .

top-8-questions

Question & Answer

What are your service offerings?
Insurance Planning
Tax Planning
Estate Planning
Investment Planning
Comprehensive Financial Planni...
Education Planning
Employee and Employer Plan Ben...
Retirement Planning
Do you have an area of expertise or specialization?
College/Education Planning
Estate & Generational Planning...
Investment Advice with Ongoing...
Middle Income Client Needs
Retirement Plan Investment Adv...
Are you a "fiduciary"?
Yes

Aliases

Bob Keilin | Robert E. Keilin | Robert Edwards Keilin

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.
2004-PRESENT: RENTAL PROPERTY OWNER/NOT INVESTMENT RELATED/AUSTIN, TX/CO-OWNER/RESIDENTIAL REAL ESTATE/PASSIVE INCOME FROM RENTAL PROPERTY/INVOLVES ONE PERCENT OF TIME EACH MONTH, AFTER TRADITIONAL MARKET HOURS.//

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Edward Keilin'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: 2013

Experience

Current

May 20, 2015 - Present

SIGNAL FINANCIAL PLANNING, LLC

RIA
CRD#: 222516
Issaquah, WA
Past

March 28, 2013 - March 31, 2015

HARVEST CAPITAL ADVISORS INC.

RIA
CRD#: 126150
BELLEVUE, WA

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
Washington
(5/20/2015)

Exams

Current Firm

SF
SIGNAL FINANCIAL PLANNING, LLC
SIGNAL FINANCIAL PLANNING | SIGNAL FINANCIAL PLANNING, LLC

CRD#: 222516 / SEC#:

Washington
Registered Investment Advisory firm - (5/20/2015 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Issaquah, WA
Mailing Address
Phone number
(425) 748-7007
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts58
AUM (Assets Under Management)$ 14,012,425

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.

Company Information

SIGNAL FINANCIAL PLANNING, LLC

CRD#: 222516Issaquah, WA

TRUST BUT VERIFY

Monitor Robert Keilin

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Contact information

(xxx) xxx-xxxx

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics