Robert F. Costello
COSTELLO FINANCIAL PLANNING
Bend, OR
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CRD#: 5907311
Professional summary
Robert Francis Costello MR., CFP® is a registered financial advisor currently at COSTELLO FINANCIAL PLANNING, INC. located in Bend, Oregon.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Robert has worked at 2 firms .
Biography
Costello Financial Planning is a family-owned business. Rob Costello is a Certified Financial Planner and Paul Costello is a CPA. We work in tandem with our clients to provide a holistic approach to Investments, Financial Planning, and Taxes. Our clients like having a one-stop-shop for their financial and tax needs.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Retirement Planning
Tax Planning
Investment Planning
Comprehensive Financial Planni...
Insurance Planning
Estate Planning
Do you have an area of expertise or specialization?
Charitable Giving
Entrepreneurs
Investment Advice with Ongoing...
Medical Professionals
Retirement Plan Investment Adv...
Women's Financial Planning Iss...
What is your minimum asset requirement?
500K
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) ROBERT COSTELLO PROVIDES RECONCILIATION AND BOOKKEEPING SERVICES TO COSTELLO, MCMAHON, BURKE AND MURPHY, LTD., WHICH INVOLVES 5 HOURS OR LESS OF HIS TIME PER MONTH AFTER TRADING HOURS. HE STARED PROVIDING THESE SERVICES IN 2012. 2) Brothers Tax LLC; Contractor; Investment Related: No; 103 E Liberty St Suite 212 Ann Arbor MI 48104; Tax preparation business; 2018-01-01; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 2;
CRS (Client Relationship Summary) - RIA
Click below to view Robert Francis Costello MR.'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®
Start date: 2010
Experience
Current
April 14, 2015 - Present
COSTELLO FINANCIAL PLANNING, INC.
RIA
CRD#: 175295
Bend, OR
Past
March 30, 2011 - April 17, 2015
SEBOLD CAPITAL MANAGEMENT, INC
RIA
CRD#: 122941
NAPERVILLE, IL
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".
COSTELLO FINANCIAL PLANNING, INC.
COSTELLO FINANCIAL PLANNING, INC. | COSTELLO, ROBERT FRANCIS
CRD#: 175295 / SEC#: 801-122006
RIA
Registered Investment Advisory firm - (8/4/2021 Approved)Illinois
Registered Investment Advisory firm - (3/29/2022 Terminated)Michigan
Registered Investment Advisory firm - (4/5/2022 Terminated)Oregon
Registered Investment Advisory firm - (4/5/2022 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.Highlighted states indicate IAR registrations
IAR
Illinois(4/21/2015)
IAR
Michigan(4/14/2015)
IAR
Oregon(5/12/2020)
IAR
Texas(10/4/2022)
Exams
Current Firm
COSTELLO FINANCIAL PLANNING, INC.
COSTELLO FINANCIAL PLANNING, INC. | COSTELLO, ROBERT FRANCIS
CRD#: 175295 / SEC#: 801-122006
RIA
Registered Investment Advisory firm - (8/4/2021 Approved)Illinois
Registered Investment Advisory firm - (3/29/2022 Terminated)Michigan
Registered Investment Advisory firm - (4/5/2022 Terminated)Oregon
Registered Investment Advisory firm - (4/5/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Arlington Heights, IL
Mailing Address
Phone number
(847) 894-2067
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 575 |
| AUM (Assets Under Management) | $ 168,137,057 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
