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Robert Elliot

Advisor at Finlayson Financial Planning, Inc.

Updated today

Location

Buffalo, WY 82834

Credentials

CFP®, ChFC®, Series 63, Series 65

Industry experience

11 years

About

Robert Elliot is a financial advisor at Finlayson Financial Planning, Inc. in Buffalo, Wyoming, holding the CFP® and ChFC® designations with 11 years of industry experience. He has worked at Finlayson Financial Planning since 2014 and concurrently at Alecia Kozisek Insurance Agency since 2012. He previously served as a director for St. John's the Baptist Catholic Church Foundation. Finlayson Financial Planning, Inc. provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on customized portfolio construction and ongoing supervision. The firm employs a primarily long-term investment approach using mutual funds, ETFs, equities, and fixed income, managing approximately $10 million in assets on a non-discretionary basis.

Client services

Based on Finlayson Financial Planning, Inc.

Financial planning Portfolio management

Expertise

Based on Finlayson Financial Planning, Inc.

Real estate investing

Fee options

Percentage

Up to 0.75% annually, fees may be negotiable and will not exceed $999 per quarter

Other

Minimum fee: Fees will not exceed $999 per quarter Fee-only: Fee-only advisory firm, no commissions or other compensation received

Location

60 E. Hart St., Suite B

Buffalo, WY 82834

Most active in

Texas · Wyoming

Work history

Finlayson Financial Planning, Inc.

2014 - Present (12 years)

Alecia Kozisek Insurance Agency

2012 - Present (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Buffalo, WY

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Buffalo, WY

Cetera

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Buffalo, WY

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Buffalo, WY

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Zachary S

Series 66

Buffalo, WY

Edward Jones

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