Robert Thomas Rickey
Investment adviser representative at Straightline
28 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
28 years in the industry.
- StraightlineJul 2023 to now
- Straightline Group LLCOct 2022 to now
- Trunor Consulting & Coaching ServicesFeb 2023 to Oct 2025
- TIAAAug 1997 to Aug 2022
- TIAA-CREF Individual & Institutional Services, LLCAug 1997 to Aug 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 2 states (MI, NY).
Straightline
Legal name: Straightline Group, LLC
$1.2BAssets managed
2,365Clients
10Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2224334
- Firm CRD
- 127401