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Robert Edward Keilin

Signal Financial Planning, LLC

Issaquah, WA

CRD 5793620

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Employer firm

Signal Financial Planning, LLC CRD 222516

$18.1M regulatory AUM 17 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Signal Financial Planning, Llc

Issaquah, WA • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2015-05-20
  • WA RA
    APPROVED
    Since 2015-05-20

Branch Locations

Issaquah, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Signal Financial Planning, Llc Issaquah WA 04/2015 Present
Previous Registrations
  • 2013-03-28 → 2015-03-31
    Harvest Capital Advisors Inc.
    Bellevue, WA
Other Businesses

2004-PRESENT: RENTAL PROPERTY OWNER/NOT INVESTMENT RELATED/AUSTIN, TX/CO-OWNER/RESIDENTIAL REAL ESTATE/PASSIVE INCOME FROM RENTAL PROPERTY/INVOLVES ONE PERCENT OF TIME EACH MONTH, AFTER TRADITIONAL MARKET HOURS.//

Designations
  • Certified Financial Planner
Other Names
  • Robert Edwards Keilin
  • Robert E. Keilin
  • Bob Keilin

View on SEC IAPD

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