Merrill
47yrs
Top advisor by experience in Cincinnati
23yrs
Robert Idol
Financial advisor at Kestra Advisory Services
Based in Cincinnati, Ohio, Robert Idol is a fiduciary financial advisor with 23 years of industry experience. Robert has been with Kestra Advisory Services since 2021; before that, Robert spent six years at Merrill and three years at J.P. Morgan Securities. Kestra Advisory Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 2460 advisors with offices in Cincinnati, and one of 1997 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 68% of advisors in Ohio
Office7424 Jager Ct, Cincinnati, OH 45230
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$618,892
Advisors at the firm1,452
States licensed ?2 states
Services through Kestra Advisory Services
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.
Career
- 2021 – nowKestra Advisory Services, LLCCurrent firm
- 2015 – 2021MerrillPreviously
- 2012 – 2015J.P. Morgan Securities LLCPreviously
- 2008 – 2012Chase Investment Services Corp.Previously
Contact Robert
(844) 553-7872Firm headquarters in Austin, TX. Ask for Robert. 7424 Jager CtCincinnati, OH 45230Office · Get directions X (Twitter) pageKestra Advisory Services
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Kestra Advisory Services at (844) 553-7872 and ask for Robert Idol. Robert works from the Cincinnati, OH office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2003, about 23 years. More experience than 68% of advisors in Ohio.
What licenses does Robert hold?
Series 63, Series 66. 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?
Kestra Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed 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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