Robert Schoonmaker (CRD# 4746510) is an Investment Advisor Representative working at Matterhorn Financial Planning in Pocatello, ID and has over 21 years of experience in the finance industry. Robert Schoonmaker 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.
CRD# 733613
Arbor Point Advisors
CRD# 4361206
Edward Jones
CRD# 5226639
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Matterhorn Financial Planning LLC | Pocatello, ID | Sep 2013 - Current | 10 |
Rw Davis Construction Inc. | Provo, UT | Jan 2011 - Dec 2020 | 9 |
Snow Garden Apartments | Ephraim, UT | Jan 2006 - Dec 2020 | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2002 |
S66 | NASAA Uniform Combined State Law Examination | Mar 2004 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- ID
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
CA, ID, TX, UT
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