LPL Financial
44yrs
Top 1% by experience in Washington
33yrs
Robert Loop
Full name on record: Robert Kenneth Loop
Financial advisor at Altair Investment Management
Robert Loop is a fiduciary financial advisor in Olympia, Washington, with 33 years in the industry. Robert joined Altair Investment Management in 2021, a firm offering investment management. The firm is paid through a percentage of assets.
One of 117 advisors with offices in Olympia, and one of 108 fiduciaries.
At a glance
Experience33 years (since 1994)
How that compares ?Top 11% by experience in Washington
OfficeOlympia, WA
How the firm is paid ?Percent of assets
Typical client at the firm ?$349,893
States licensed ?1 state
Services through Altair Investment Management
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowAltair Investment ManagementCurrent firm
Contact Robert
(210) 380-4412Altair Investment Management main office Olympia, WAOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Altair Investment Management at (210) 380-4412 and ask for Robert Loop. Robert works from the Olympia, WA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1994, about 33 years. Top 11% by experience in Washington.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Altair Investment Management reports being paid by a percentage of the assets they manage. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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