Steve Robbins, CFP®

Florissant, Missouri, 63031
advisor

Member Since 2006

Our Mission: TO PUT OUR CLIENT NEEDS FIRST BY MAINTAINING A HIGH STANDARD OF PERSONALIZED SERVICE AND PROVIDING OBJECTIVE, UNBIASED ADVICE THROUGH HONEST, ETHICAL BUSINESS PRACTICES. As a CERTIFIED FINANCIAL PLANNER Professional, I focus on helping you make the most of your retirement years through honest, informed advice and personalized financial planning. My retirement planning and conservative wealth management strategies are designed solely around your needs and goals - not sales quotas. As an independent fee-only advisor, I provide objective advice and analysis, making recommendations based on what’s best for you. You\'ve worked hard for your retirement - let my team and I help you enjoy it.
Contact Steve
 
 

My Location

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 Background Information

  • Years of Financial Experience

    • 26

  • Education

    • University of Missouri - St. Louis (Bachelor\'s in Sociology)

  • Certifications and Designations

    • CFP®

  • Association Memberships

    • Financial Planner Association

  • Methods of Compensation

    • Financial Planning: Asset-based fee, Hourly fee
    • Investment Services: Asset-based fee, Hourly fee

  • Primary Custodian(s)

    • Pershing, L.L.C.

  • Types of Financial Reports

    • Performance Report (Quarterly)
    • Market Environment Report (Monthly)
    • Custodial Report (Monthly)
    • Newsletter (Quarterly)

  • Additional Business Practices

    • I work with remote clients over the telephone and Internet
    • I review my clients' financial plans with them
    • I review my clients' investment portfolios with them
 

  • Registration & Licensing

    • CRD/IARD Number: 117909
    • Insurance Licenses: None

  • Company Names

    • Registered Investment Advisor: Steve Robbins, Inc.
    • Broker/Dealer: None

  • Compliance Record

    • No Disclosures

  • Criminal Record

    • No Disclosures

  • Registered or licensed to provide financial advice, services, and products

    • Illinois
    • Missouri
    • Texas

  • Disclosure(s)

    • View Statement

  • Planning Services

    • Financial Planning, Retirement, Estate, Hourly, Current Review

  • Investment Services

    • Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Active Managers, Risk Management, Performance Reporting, Review Current Portfolios

  • Investment Products

    • Mutual Funds
 
Contact Steve
 
Visit Website - http://www.steverobbinsonline.com

Minimum Asset Requirement

  • $50,000

Types of Clients

  • Individuals & Families
  • Businesses
  • Nonprofit Organizations

Professional Services

  • Planning
  • Investment Advice
  • Money Management

Steve Robbins
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