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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 .

Core Areas of Focus

College/Education Planning
Estate & Generational Planning Issues
Investment Advice with Ongoing Management
Middle Income Client Needs
Retirement Plan Investment Advice

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
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.
The advisor shows no other business activity.

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)
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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 Accounts55
AUM (Assets Under Management)$ 18,085,111

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

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Contact information

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