Cetera Investment Advisers
32yrs
Top advisor by experience in Buffalo
28yrs
Robert Ross Elliot
Financial advisor at Finlayson Financial Planning
At a glance
Experience28 years (since 1998)
How that compares ?Top 18% by experience in Wyoming
Office60 E. Hart St., Suite B, Buffalo, WY 82834
How the firm is paid ?Percent of assets
States licensed ?1 state
Services through Finlayson Financial Planning
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2017 – nowFinlayson Financial Planning, Inc.Current firm
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?
- What does a financial plan with you include, and how often is it updated?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Finlayson Financial Planning at (307) 620-0851 and ask for Robert Ross Elliot. Robert works from the Buffalo, WY office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1998, about 28 years. Top 18% by experience in Wyoming.
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?
Finlayson Financial Planning 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 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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