Robert Schmansky, financial advisor Bloomfield Hills MI

Robert Schmansky

CRD Number: 4530174
Current Firm: Clear Financial Advisors, LLC
Compensation Model: Fee Only

Robert Schmansky (CRD# 4530174) is an Investment Advisor Representative working at Clear Financial Advisors, LLC in Livonia, MI and has over 15 years of experience in the finance industry. Robert Schmansky has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Clear Financial Advisors, Llc (156303) Royal Oak, MI Jan 2011 - Current 10
Northern Financial Advisors, Inc. Franklin, MI Nov 2008 - Current 12
Mainstay Capital Management Royal Oak, MI Jun 2008 - Current 12
Invest Financial Corporation Tampa, FL Jul 2006 - Current 14
Focus Financial Planning Bingham Farms, MI Jun 2006 - Current 14
Self Employed Royal Oak, MI Jan 2005 - Current 16
Jmg Financial Group Oak Brook, IL Jan 2004 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2006
Contact Info for Robert Schmansky
Phone Number: 248-677-1762
Advisor Website: http://www.clear.financial
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    17
    MILLIONS
  • Total Number of Accounts
    188
    ACCOUNTS
  • Average Account Value
    $90,506
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI

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Data verified by both the advisor and the public regulatory data.

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