Broker Check
Mr. Robert E Frey, CFP®

Mr. Robert E Frey, CFP®

Education

  • Bachelor of Science Degree, Illinois Institute of Technology, 1965.
  • Certified Financial Planner – One of the first CFPs conferred in 1975.
  • Graduate of Realtors Institute – GRI Professional Designation in 1972.
  • CFP Board of Standards.
  • Master of Science Degree, University of Washington, 1967.

Professional Experience

  • College for Financial Planning – Adjunct Faculty Member, 1974 -1990.
  • Lakeside Advisors, Inc., President and owner, (since 1984).
  • Instructor/Lecturer Securities & Syndication Coursework, since 1972.
  • KMS Financial Services, Inc., 1972 to present (currently operate branch office).
  • National Association of Securities Dealers District Committee, 2002-2004
  • National Association of Securities Dealers Consultative Committee, 2005 -2006
  • Securities Sources, Inc. – President and Publisher of Securities and Syndication Review.

Professional Licenses

  • Insurance – All lines.
  • Real Estate Broker, WA.
  • Securities Registered Representative.

Associations and Activities

  • American Arbitration Association – former Member, Panel of Arbitrators.
  • Author, Published in:   “Financial Planning Magazine”, “The Scott Letter Closed End Fund Report”, “Western Investor and Northwest Stock Guide”, “Northwest Investment Review”
  • Orchestra Seattle and Seattle Chamber Singers, former Treasurer & Board member.
  • Feminist Federal Credit Union, former Director.
  • Financial Planning Association.
  • CFA  Board of Standards (formerly CFP Institute)
  • Highline Historical Society, Board Member
  • Normandy Park, Washington former Arts Commissioner
  • Northwest Association for Financial Planning - Former Director, Legislative Rep
  • Northwest Foundation for Senior Citizens, Founder and former Director.
  • Northwest Senior Center, Advisory Board.
  • Norwest Foundation, Adult Day Health Care – Former Founder and former Director.
  • Real Estate Securities & Syndication Institute, WA – Former Director.
  • Seattle Society of Financial Analysts, member.
  • Society of Financial Service Professionals
  • Stanger Register and Publications, former member of Advisory Board
  • Very Special Arts Washington, former Board of Directors
  • Washington Association for Financial Planning, Inc., Past President