Robert Schumann, financial advisor Buena Vista CO

Robert Schumann

CRD Number: 2518448
Current Firm: Plan & Act

Robert Schumann (CRD# 2518448) is an Investment Advisor Representative working at Plan & Act in Buena Vista, CO and has 1 year of experience in the finance industry. Robert Schumann 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
Cambridge Pension Advisors, LLC Buena Vista, CO Oct 2016 - Current 7
Financialadvice4me, LLC Buena Vista, CO Jan 2009 - Current 15
Cambridge Financial Advisors, LLC New Albany, OH Oct 1999 - Dec 2019 20
Financialplanning4me, LLC Buena Vista, CO Aug 2017 - Nov 2017 < 1
Financialindependence4me, LLC Salida, CO Jul 2016 - Mar 2017 < 1

Robert Schumann has no recent exams reported.
Contact Info for Robert J. Schumann
Phone Number: 7199665100
Registered State(s):
  • CO
  • FL
  • OH
Current Firm Details
Plan & Act
Firm's CRD Number: 148453
By the Numbers
  • Total Assets Under Management
    35
    MILLIONS
  • Total Number of Accounts
    341
    ACCOUNTS
  • Average Account Value
    $102,639
Compensation Options
  • A percentage of assets under your management
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

CO, FL, MI, OH

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