Unclaimed Profile

Robert Francis Costello

COSTELLO FINANCIAL PLANNING, INC.·ARLINGTON HEIGHTS, Illinois

Clean recordCOSTELLO FINANCIAL PLANNING, INC.

1202 E CLARENDON ST, ARLINGTON HEIGHTS, IL 60005CRD# 5907311Firm CRD# 175295

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Francis Costello · ARLINGTON HEIGHTS, IL

Registration

CRD #5907311 · COSTELLO FINANCIAL PLANNING, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert Francis Costello is a registered financial advisor based in ARLINGTON HEIGHTS, Illinois, affiliated with COSTELLO FINANCIAL PLANNING, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

COSTELLO FINANCIAL PLANNING, INC.

AUM

$140M

Regulatory assets under management

Employees

Total firm employees

View all advisors at COSTELLO FINANCIAL PLANNING, INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5907311

Firm CRD# 175295

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Francis Costello offer?

Robert Francis Costello specializes in Financial Planning, Investment Management. Contact their office in ARLINGTON HEIGHTS, Illinois for a consultation.

What are Robert Francis Costello's credentials?

Robert Francis Costello is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Francis Costello located?

Robert Francis Costello is based in ARLINGTON HEIGHTS, Illinois, working with COSTELLO FINANCIAL PLANNING, INC.. Their office serves clients in the ARLINGTON HEIGHTS metropolitan area and surrounding communities.

How does Robert Francis Costello charge for services?

Robert Francis Costello's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COSTELLO FINANCIAL PLANNING, INC.?

COSTELLO FINANCIAL PLANNING, INC. has approximately 2 employees and manages $140M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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