RE
CFP
RE
CFP

Robert Ellinger

9 Years of Experience
Grand Rapids, MI
BrokerSells Insurance

Robert Ellinger is a CFP-designated registered investment advisor, based in Grand Rapids, MI, with 9 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold.

Location

5017 Plainfield Ave NE, Grand Rapids, MI, 49525

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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 is an advisory representative of an RIA, an independent insurance agent, an equity-only LLC member, and a W2 employee for Retirement & Wealth Strategies. He also owns a crypto mining operation, dedicating minimal time to it.

Employment History
Current Registrations
Cambridge Investment Research, INC.
September 2020 - Present · 6 yrs 1 mo
Cambridge Investment Research, INC.Broker
September 2020 - Present · 6 yrs 1 mo
Cambridge Investment Research Advisors, INC.
July 2020 - Present · 6 yrs 3 mos
Previous Registrations
Action Point Retirement Group LLC
November 2018 - June 2020 · 1 yr 7 mos
Action Point Financial Planning, LLC
April 2017 - December 2018 · 1 yr 8 mos
State Registrations18 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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