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STINSON FINANCIAL PLANNING

STINSON, ROBERT KEVIN

CRD 121272

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

$27.9M

Discretionary AUM

$27.9M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-01-07

Disciplinary history

Yes

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Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
High net worth individuals7$27.9M

Official SEC filing: View on IAPD