Robert
Stark
Affinity Financial Advisors
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About this Advisor
Robert Stark is a financial advisor working out of Lawrence, Kansas, with a total of 3 years of relevant experience. Stark is an employee of Affinity Financial Advisors. During their career, Stark has held roles at Charles Schwab & Co., Inc, Robert Stark, James Phillips Pa Dba Phillips Financial Advisors, R W Stark Consulting, Kiwanis Club International, Cetera Advisor Networks, Mcdaniel Knutson Financial Partners, Affinity Financial Advisors and Watch Guard Capital LLC. Stark holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Ohio. Affinity Financial Advisors is a firm operating out of Lawrence, KS. The firm has offices in five locations and a total of 22 employees. It oversees $466 million in total assets across its 2,278 accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm advises one charitable organizations. Of its 2,278 customer accounts, 18% are held by high-net-worth clients who have more than $1 million in assets available to invest. The company has a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial management fees largely are based on which services are offered. Fee types charged by Affinity Financial Advisors likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Affinity Financial Advisors Brokerage Details
$466,300,682
22
2,278
$204,697
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Robert Stark Work History
Robert has been registered as a financial advisor for 3 years.*
Affinity Financial Advisors
James Phillips Pa Dba Phillips Financial Advisors
R W Stark Consulting
Robert Stark
Mcdaniel Knutson Financial Partners
Kiwanis Club International
Cetera Advisor Networks
Watch Guard Capital LLC
Charles Schwab & Co., Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Stark to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Affinity Financial Advisors
Satellite Beach, FL
Satellite Beach, FL
Lawrence, KS
Lawrence, KS
Lawrence, KS
Marysville, KS
Lawrence, KS
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