Rob Kirvan

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About Rob Kirvan

Robert Kirvan is a Financial Planner at Advanced Planning Advisors, Inc., a full service Retirement Management Firm. Mr. Kirvan is a Investment Advisor Representitive, that acts in a Fiduciary capacity to act in the best interests of all his clients.

Robert has over 19 years experience in business and financial services. His main focus is working with pre-retirees and retirees, to build a solid financial plan that enables them to enjoy retirement the way they had envisioned it, without the issues that threaten retirement security for many Americans. Robert takes a holistic approach to retirement planning, encompassing the entire Financial House not just segments. This helps clients to make sound and informed decisions that will not only impact today, but will have a profound effect on the future.

Robert is a co- host of SMART MONEY TALK, heard every week on AM560 The Answer, Saturdays at 6:00am.Robert has lectured extensively throughout the Country and Chicago land area with respect to retirement and retirement income planning.

Mr. Kirvan has been interviewed and published by many local and national publications. Most recently by the Wall Street Journal, with regards to Risk and how it affects retirees portfolio selections.

Author of the book ONE SHOT - Ready-Aim-Retire. A step by step manual for positioning assets as you approach Retirement to drive income and long term growth.

See Disclosures

General Information

Firm Start Year

2010

No. of Employees

CRD#

6135958

Firm CRD#

152665

Name of Custodial Firm

TD Ameritrade

States Licensed in

AZ,CT,FL,GA,IL,MN,MS,NJ,NC,SC

Years of Experience in Financial Services

Number of Years with Current Firm

Advisory Services Provided

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities

Compliance

Registered Investment Advisor

Acknowledged fiduciary

Qualifications & Membership

Securities Licenses

Series 65

Insurance and Annuity Licenses

Life, Annuity

Firm Information

Firm's Number of Clients

300+

Firm's Number of Planning Clients

300+

Firm's Number of Managed Clients

250+

Assets Managed by Firm

$85,000,000.00

Assets Managed by Advisor

$48,000,000.00

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

100,000.00

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Rob Kirvan and Mike Moylan offer Investment Advisory Services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), a SEC Registered Investment Advisor. Gradient Advisors LLC and its advisors do not render tax, legal, or accounting advice. Advanced Planning, Inc. is not a registered advisor and is not an affiliate of Gradient Advisors, LLC. Insurance products and services are offered through Rob Kirvan and Mike Moylan, independent agents. Rob Kirvan, Mike Moylan, Advanced Planning, Inc. and Gradient Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.

Additional Detailed Disclosures
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Advanced Planning Advisors