DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner35 years in industry

ROBERT MICHAEL BYRNS

Advisor at STRATEGIC INVESTMENT SOLUTIONS, INC.

ORLAND PARK, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fddf61e3-adf1-4f74-11ae-0d447fcef159

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 16, 1998 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC INVESTMENT SOLUTIONS, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 19, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 19derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 4
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Sep 19, 1991
First registration: Feb 16, 1998
Dual registered: no
IAPD individual key: 2008961

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC INVESTMENT SOLUTIONS, INC.	Independent wealth	Mar 23, 2007	n/a	yes	ORLAND PARK, IL	Current employment
FORUM FINANCIAL MANAGEMENT, LP	Independent wealth	Apr 21, 2021	May 26, 2021	no	LOMBARD, IL\|Orland Park, IL	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 8, 2009	Feb 10, 2012	no	ORLAND PARK, IL	Previous registration
WATERSTONE FINANCIAL GROUP, INC.	n/a	Jan 24, 2006	Sep 8, 2009	no	ORLAND PARK, IL\|BOSTON, MA\|BOSTON, MA	Previous registration
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Feb 16, 1998	Jan 27, 2006	no	OAK FOREST, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FORUM FINANCIAL MANAGEMENT, LP	n/a	May 26, 2021	n/a	n/a	Departure no registered destination	Departure
LPL FINANCIAL LLC	FORUM FINANCIAL MANAGEMENT, LP	Feb 10, 2012	Apr 21, 2021	3,358	Firm change after gap	Other
WATERSTONE FINANCIAL GROUP, INC.	STRATEGIC INVESTMENT SOLUTIONS, INC.	Sep 8, 2009	Mar 23, 2007	-900	Firm change after gap	Other
CETERA INVESTMENT ADVISERS LLC	WATERSTONE FINANCIAL GROUP, INC.	Jan 27, 2006	Jan 24, 2006	-3	Firm change	Other

Relationships

Registered with (5)

→ STRATEGIC INVESTMENT SOLUTIONS, INC.Registered adviserregistration: current employment
Mar 23, 2007 to presentfactForm ADV
→ FORUM FINANCIAL MANAGEMENT, LPRegistered adviserregistration: previous registration
Apr 21, 2021 to May 26, 2021factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 8, 2009 to Feb 10, 2012factForm ADV
→ WATERSTONE FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Jan 24, 2006 to Sep 8, 2009factForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Feb 16, 1998 to Jan 27, 2006factForm ADV

Dated events

No dated event names this entity yet.