Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kirkpatrick is an investment advisor representative with Strategic Financial Partners, Ltd. Robert is registered with the state of Oregon. Robert holds the Series 6, 7, 63 and 65 licenses. Robert has been an investment advisor representative for over 24 years. Robert has been with Strategic Financial Partners, Ltd. since 2009. Strategic Financial Partners, Ltd. is a registered investment advisor headquartered in Bend, OR. Robert specializes in investment management, financial planning, and retirement planning for high net worth individuals and families. Robert has a diverse background and provides investment advice for a variety of client needs. Robert is committed to providing his clients with personalized service and sound financial advice.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Third party adviser referral fees
1
2
OR
01/01/2025 - Present
Strategic Financial Partners, Ltd. (BEND OR)
CT
02/12/1998 - 06/15/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
IA
Issued 05/22/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2004
Series 7 - General Securities Representative Examination
BC
Issued 02/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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