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Robert Joseph Ignagni

Strategic Financial, LLC

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About Robert Joseph Ignagni

Robert Ignagni is an investment advisor representative with Strategic Financial, LLC, based in South Windsor, CT. Robert has been in the industry since January 1985. Robert is also the 50% owner of Walston & Ignagni, a firm that provides tax and accounting services. Robert's specialties include financial planning, portfolio management for individuals and businesses, and selection of other advisors. He holds Series 6, 63 and 65 licenses.

Firm Information

Robert Ignagni is currently registered with Strategic Financial, LLC. Strategic Financial, LLC is an investment advisor with 2 investment adviser representatives and 1 licensed agent. The firm manages approximately $40,657,125 in assets for 164 clients. The firm provides financial planning, portfolio management for individuals and businesses. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth.

$40.66M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Ignagni’s Registration & Firm History

CT

11/14/2002 - Present

Strategic Financial, LLC (SOUTH WINDSOR CT)

MO

01/08/2001 - 11/14/2002

FFP SECURITIES, INC. (CHESTERFIELD MO)

TX

01/05/1999 - 01/08/2001

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

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Licenses & Designations

IA

Issued 05/04/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/23/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/23/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Joseph Ignagni.
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