Be advised. This firm is no longer registered.

Clear Money Path

Clear Money Path (CRD# 148525) is a financial advisory firm headquartered in Rolla, MO. They manage $65,273,290 in 736 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
619 Pine Street, Suite B, Rolla, MO 65401
https://www.youtube.com/channel/ucubab_g8zcbpfnl8tmqzhxq
By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    736
    ACCOUNTS
  • Average Account Value
    $88,687
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Clear Money Path
Showing 1 - 2 of 2 top financial advisors.
1
Joshua Barlow, financial advisor Rolla MO
Joshua R. Barlow
CRD#: 6270321
619 Pine Street, Suite B, Rolla, MO 65401

Joshua Barlow (CRD# 6270321) is an Investment Advisor Representative working at Clear Money Path in Rolla, MO and has over 10 years of experience in the finance industry.

2
Kyle Wendels, financial advisor Rolla MO
Kyle R. Wendels
CRD#: 7359633
619 Pine Street, Suite B, Rolla, MO 65401

Kyle Wendels (CRD# 7359633) is an Investment Advisor Representative working at Clear Money Path in Rolla, MO and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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