Robert Elliot
Advisor at Finlayson Financial Planning, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Finlayson Financial Planning, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Buffalo, WY 82834
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
11 years
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.
Up to 0.75% annually, fees may be negotiable and will not exceed $999 per quarter
Minimum fee: Fees will not exceed $999 per quarter Fee-only: Fee-only advisory firm, no commissions or other compensation received
60 E. Hart St., Suite B
Buffalo, WY 82834
Texas · Wyoming
Finlayson Financial Planning, Inc.
2014 - Present (12 years)
Alecia Kozisek Insurance Agency
2012 - Present (14 years)
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