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Advisors / Oregon / Bend
29yrs

Robert Kirkpatrick

Financial advisor at Strategic Financial Partners

Robert Kirkpatrick is a fiduciary financial advisor in Bend, Oregon, with 29 years in the industry. Robert joined Strategic Financial Partners in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.

One of 310 advisors with offices in Bend, and one of 290 fiduciaries.

Bend, ORTop 19% by experience in OregonFiduciary advisor
Call the officeDirections

At a glance

Experience29 years (since 1998)
How that compares ?Top 19% by experience in Oregon
OfficeBend, OR
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$942,253
Advisors at the firm6
States licensed ?1 state

Services through Strategic Financial Partners

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

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.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Jan 2026 – now

Contact Robert

(503) 467-7832Strategic Financial Partners main office Bend, OROffice · Get directions

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Questions to ask Robert

Tailored to Robert’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Strategic Financial Partners at (503) 467-7832 and ask for Robert Kirkpatrick. Robert works from the Bend, OR office.

How long has Robert been a financial advisor?

Robert has been in the industry since 1998, about 29 years. Top 19% by experience in Oregon.

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?

Strategic Financial Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. 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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