Robert D. Stoll
FINANCIAL DESIGN STUDIO
DEER PARK, IL 60010
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CRD#: 6793378
Professional summary
Robert David Stoll, CFA, CFP®, who also goes by Robert Stoll, is a registered financial advisor currently at FINANCIAL DESIGN STUDIO, INC. located in Deer Park, Illinois.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Robert has worked at 3 firms .
Biography
My wife Glenda and I have four children ranging from age 24 to 11. Our oldest daughter recently married and our son is off to college for the 2018-2019 school year. Raising a family and giving each kid the attention they deserve isn’t easy but we are grateful to God to have kids that love Jesus and have servant’s hearts.
In our spare time, we enjoy serving in our local church and hosting friends and family at our home. Glenda is from Guatemala, so we take the opportunity each year to go down to visit friends and family and explore different parts of the country, which is beautiful with all the volcanoes and nature it has.
My passion outside of work is trying to become a decent cook, particularly smoking barbeque. I’m hoping to take my BBQ skills to the next level by competing in local competitions after taking 4th place in Beef Brisket in my first comp in 2015!
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Education Planning
Tax Planning
Investment Planning
Retirement Income Management
Employee and Employer Plan Ben...
Do you have an area of expertise or specialization?
AUM
Business Owners
Corporate Executives
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
Robert Stoll
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.
CRS (Client Relationship Summary) - RIA
Click below to view Robert David Stoll'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: 2017
Experience
Current
August 2, 2019 - Present
FINANCIAL DESIGN STUDIO, INC.
Office #1: 21660 West Field Parkway Suite 118, Deer Park, IL 60010RIA
CRD#: 286686
DEER PARK, IL
Past
October 20, 2021 - September 2, 2022
ORIGIN INVESTMENT ADVISORY LLC
RIA
CRD#: 305353
Deer Park, IL
Past
August 10, 2017 - October 14, 2019
HONEY LAKE ADVISORS
RIA
CRD#: 288570
BARRINGTON, 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(8/2/2019)
IAR
Kansas(8/27/2021)
IAR
Texas(9/16/2019)
Exams
Current Firm
FINANCIAL DESIGN STUDIO, INC.
FINANCIAL DESIGN STUDIO, INC.
CRD#: 286686 / SEC#: 801-134607
Illinois
Registered Investment Advisory firm - (2/9/2017 Approved)Kansas
Registered Investment Advisory firm - (8/27/2021 Approved)Texas
Registered Investment Advisory firm - (11/18/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
21660 West Field Parkway Suite 118, Deer Park, IL 60010
Mailing Address
Phone number
(847) 238-8050
Established
Firm type
Fiscal year end
# of Employees
4
Documents
Regulatory assets under management
| Total Number of Accounts | 444 |
| AUM (Assets Under Management) | $ 104,975,299 |
Red Flags
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Company Information
FINANCIAL DESIGN STUDIO, INC.
CRD#: 286686Deer Park, IL 60010TRUST BUT VERIFY
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