Unclaimed Profile

Michael Justin Schelle

CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC·CINCINNATI, Ohio

Series 65Clean record8 years registeredCLEAR PERSPECTIVES FINANCIAL PLANNING, LLC

10300 ALLIANCE RD, CINCINNATI, OH 45242CRD# 6915215Firm CRD# 146588

Profile Verification

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

Identity

Michael Justin Schelle · CINCINNATI, OH

Registration

CRD #6915215 · CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC · 8 years registered

Brand Profile

Not yet started

Career History

CLOUDSPLITTER FINANCIAL PLANNING, LLC

Jan 2026 – present

VANWEELDEN WEALTH MANAGEMENT, LLC

Dec 2025 – Dec 2025

WEST CHESTER TOWNSHIP, OH

THE MATHER GROUP, LLC

May 2023 – Jul 2025

Cincinnati, OH

CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC

Mar 2018 – Jun 2023

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 1, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC

CRD 146588 · SEC 801-107503

AUM

$348M

Regulatory assets under management

Employees

904 client accounts

Services offered by CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Justin Schelle offer?

Michael Justin Schelle specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CINCINNATI, Ohio for a consultation.

What are Michael Justin Schelle's credentials?

Michael Justin Schelle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Justin Schelle located?

Michael Justin Schelle is based in CINCINNATI, Ohio, working with CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Michael Justin Schelle charge for services?

Michael Justin Schelle's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC?

CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC has approximately 12 employees and manages $348M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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