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Rob Kirvan

Advanced Planning Advisors

2135 City Gate Lane
Suite 300

Naperville, IL 60563
(630) 7801099

Helping YOU Achieve Financial Security

About Advanced Planning Advisors

At Advanced Planning Advisors, we focus on Retirement Management. We provide our clients with an unbiased view and plan of action to help meet their objectives. Our loyalty is solely to our clients, so our trusted Advisors choose the products and programs that will best suit the client and not the Advisors. If you are looking for seasoned professionals in Retirement Plan Management, Financial Asset Management, Life Insurance or Long Term Care Insurance, we are confident that you will find the answers you have been seeking at our client-focused firm. As Fiduciaries, we are required to act in the best interest of our clients.

General Information

Firm Start Year

2010

No.of Employees

5-9

CRD#

6135958

Firm CRD#

152665

Name of Custodial Firm

TD Ameritrade

States Licensed in

AZ,CT,FL,GA,IL,MN,MS,NJ,NC,SC

Years of Experience in Financial Services

8

Number of Years with Current Firm

8

Qualifications & Membership

Securities Licenses

Series 65

Insurance and Annuity Licenses

Annuity, Life

Firm Information

Firm's Number of Clients

300+

Firm's Number of Planning Clients

300+

Firm's Number of Managed Clients

250+

Assets Managed by Firm

$85,000,000.00

Assets Managed by Advisor

$48,000,000.00

Disclosures

Rob Kirvan and Mike Moylan offer Investment Advisory Services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), a SEC Registered Investment Advisor. Gradient Advisors LLC and its advisors do not render tax, legal, or accounting advice. Advanced Planning, Inc. is not a registered advisor and is not an affiliate of Gradient Advisors, LLC. Insurance products and services are offered through Rob Kirvan and Mike Moylan, independent agents. Rob Kirvan, Mike Moylan, Advanced Planning, Inc. and Gradient Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.