Unclaimed Profile

Robert James Schumann

FINANCIALADVICE4ME, LLC·SALIDA, Colorado

Series 6Clean record25 years registeredFINANCIALADVICE4ME, LLC

123 G STREET, SALIDA, CO 81201CRD# 2518448Firm CRD# 148453

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert James Schumann · SALIDA, CO

Registration

CRD #2518448 · FINANCIALADVICE4ME, LLC · 25 years registered

Brand Profile

Not yet started

Career History

THEPENSION401K

Oct 2016 – present

PLAN & ACT

Jan 2009 – present

FINANCIALPLANNING4ME, LLC

Aug 2017 – Nov 2017

Buena Vista, CO

CAMBRIDGE FINANCIAL ADVISORS, LLC

Jul 2001 – Jan 2020

Buena Vista, CO

Registrations & Exams

FINRA examinations passed

Series 6

Registration record

First registered · July 11, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIALADVICE4ME, LLC

CRD 148453 · SEC 801-69786

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by FINANCIALADVICE4ME, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FINANCIALADVICE4ME, LLC →

Introduction

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Frequently Asked Questions

What services does Robert James Schumann offer?

Robert James Schumann specializes in Financial Planning, Investment Management. Contact their office in SALIDA, Colorado for a consultation.

What are Robert James Schumann's credentials?

Robert James Schumann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert James Schumann located?

Robert James Schumann is based in SALIDA, Colorado, working with FINANCIALADVICE4ME, LLC. Their office serves clients in the SALIDA metropolitan area and surrounding communities.

How does Robert James Schumann charge for services?

Robert James Schumann's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIALADVICE4ME, LLC?

FINANCIALADVICE4ME, LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.

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