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CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC
CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC
CINCINNATI, Ohio
·
6 registered advisors
·
CRD# 146588
SEC# 801-107503
0
(513)469-8400
01
Firm Overview
AUM
$348M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC
6 registered advisors
Carol Amelia Hoffman
CINCINNATI, Ohio
CRD# 5497550
Deborah Lou Thocker
CINCINNATI, Ohio
CRD# 5836275
Katherine Mary Mcinerney
CINCINNATI, Ohio
CRD# 6534299
Michael Justin Schelle
CINCINNATI, Ohio
CRD# 6915215
Robert W Bartlett
CINCINNATI, Ohio
CRD# 6599240
Timothy Anthony Grout
CINCINNATI, Ohio
CRD# 5497552
05
Office Locations
CINCINNATI, Ohio
6 advisors
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Data sourced from SEC Form ADV filings. CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC (CRD# 146588) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.