# Robert Zalokar

> Robert Zalokar is a fee-only financial advisor at Lifegoals Financial Group in Owosso, Michigan, who holds the CFP credential. Lifegoals Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/robert-zalokar/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Lifegoals Financial Group
- **Based in:** Owosso, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $59.4M across 163 accounts
- **Credentials:** CFP
- **CRD:** 1625897 (https://adviserinfo.sec.gov/individual/summary/1625897)
- **SEC registration:** Investment adviser representative in MI
- **Exams passed:** Series 63 (1987), Series 65 (1996)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.elifegoals.com

## Frequently asked questions

### Is Robert Zalokar a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Lifegoals Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Robert charge for financial advice?

Robert's firm, Lifegoals Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Robert Zalokar based?

Robert Zalokar is based in Owosso, Michigan.

### What credentials does Robert Zalokar hold?

Robert Zalokar holds the CFP credential.

### Is Robert Zalokar registered with the SEC?

Yes. Robert Zalokar is registered as an investment adviser representative in MI (CRD 1625897), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Lifegoals Financial Group manage?

Lifegoals Financial Group reports $59.4M across 163 accounts in assets under management.

### How do I contact Robert Zalokar?

Through Robert's website, www.elifegoals.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1625897): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.