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).
Total Assets Under Management33MILLION
Total Number of Accounts306ACCOUNTS
Average Account Value$108,154
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
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.