RB
CFP
RB
CFP

Robert Michael Byrns

36 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
2,520 clients
Average Client Portfolio
$361K average
Assets Under Management
$910.0M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

9501 W 144th Place, Orland Park, IL, 60462

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Robert sells fixed annuities and term insurance, dedicating minimal time to this activity. He also spends about 10-20% of his time on tax preparation, accounting, and bookkeeping. Additionally, Robert provides investment advisory services through Strategic Investment Solutions, spending nearly full-time hours on this activity.

Employment History
Current Registrations
Strategic Investment Solutions, INC.
March 2007 - Present · 18 yrs 11 mos
Previous Registrations
Forum Financial Management, LP
April 2021 - May 2021 · 1 mo
Purshe Kaplan Sterling InvestmentsBroker
January 2018 - December 2024 · 6 yrs 11 mos
LPL Financial LLC
March 2010 - February 2012 · 1 yr 11 mos
LPL Financial LLCBroker
September 2009 - December 2017 · 8 yrs 3 mos
LPL Financial Corporation
September 2009 - December 2009 · 3 mos
Waterstone Financial Group, INC.
January 2006 - September 2009 · 3 yrs 8 mos
Waterstone Financial Group, INC.Broker
January 2006 - September 2009 · 3 yrs 8 mos
Genworth Financial Advisers Corporation
February 1998 - January 2006 · 7 yrs 11 mos
Genworth Financial Securities CorporationBroker
November 1989 - January 2006 · 16 yrs 2 mos
State Registrations4 states
AZILTXWI
Advisor
Exams
No exam information available for this advisor.