Lifegoals Financial Group

Lifegoals Financial Group (CRD# 130082) is a financial advisory firm headquartered in Owosso, MI. They manage $33,095,000 in 306 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Lifegoals Financial Group
Showing 1 - 1 of 1 top financial advisors.
Robert M. Zalokar
CRD#: 1625897
408 N Water St, Owosso, MI 48867

Robert Zalokar (CRD# 1625897) is an Investment Advisor Representative working at Lifegoals Financial Group in Owosso, MI and has over 29 years of experience in the finance industry. Robert Zalokar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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