Signal Financial Planning

Signal Financial Planning (CRD# 222516) is a financial advisory firm headquartered in Issaquah, WA. They manage $5,100,000 in 24 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $212,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
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.

WA

Financial Advisors at Signal Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Robert E. Keilin
CRD#: 5793620
Issaquah, WA
90
Wealthminder
score

Robert Keilin (CRD# 5793620) is an Investment Advisor Representative working at Signal Financial Planning in Issaquah, WA and has 1 year of experience in the finance industry. Robert Keilin 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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