Robert David Stoll

Employer firm

Financial Design Studio, Inc. CRD 286686

$106M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars
• TAX PREPARATION SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1997 → 03/2017
  Institutional Capital Llc
  Chicago, IL
• 04/2017 → 07/2019
  Honey Lake Advisors, Llc
  North Barrington, IL
• 08/2019 → Present
  Financial Design Studio, Inc.
  Deer Park, IL
• 10/2021 → 06/2022
  Original Financial Llc
  San Francisco, CA

Previous Registrations

• 2021-10-20 → 2022-09-02
  Origin Investment Advisory Llc
  Deer Park, IL
  North Barrington, IL
  Sarasota, FL
• 2017-08-10 → 2019-10-14
  Honey Lake Advisors
  Barrington, IL

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Robert Stoll