Robert David Stoll
CFA, CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Education Funding
- Tax Planning
- Investment Management
- Retirement Planning
- Business Services
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...
Other Aliases
Robert Stoll
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
9 years in the financial services industry
Current & Past Employments
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Current Firm
FINANCIAL DESIGN STUDIO, INC.
Contact Information
Main Address
21660 West Field Parkway Suite 118, Deer Park, IL 60010Phone Number
(847) 238-8050# of Employees
4SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
452AUM (Assets Under Management)
$105,500,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
FINANCIAL DESIGN STUDIO, INC.
State Registrations and Notice Filings
(8/2/2019)
(8/27/2021)
(9/16/2019)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Robert David Stoll's CRS (Customer Relationship Summary).
Services Offered by Robert
- Financial Planning
- Education Funding
- Tax Planning
- Investment Management
- Retirement Planning
- Business Services
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