Richard R. Furmanski

CLEARVIEW WEALTH SOLUTIONS

Barrington, IL 60010

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CRD#: 1705372

Professional summary

Richard Ronald Furmanski, CFP®, who also goes by Richard Furmanski, is a registered financial advisor currently at CLEARVIEW WEALTH SOLUTIONS, LLC located in Barrington, Illinois.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Richard has worked at 4 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Richard Furmanski

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Ronald Furmanski's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

September 23, 2014 - Present

CLEARVIEW WEALTH SOLUTIONS, LLC

Office #1: 2 Ascot Lane, Barrington, IL 60010

RIA

CRD#: 171996

Barrington, IL

Past

July 30, 2012 - September 23, 2014

GENEVA ADVISORS, LLC

RIA

CRD#: 121629

CHICAGO, IL

Past

March 29, 2006 - March 24, 2011

TRIAD ASSET MANAGEMENT, INC.

RIA

CRD#: 139755

BARRINGTON, IL

Past

October 25, 1997 - January 29, 2004

CONCORD INVESTMENT COMPANY

RIA

CRD#: 107955

CHICAGO, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(9/23/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

CLEARVIEW WEALTH SOLUTIONS, LLC

BAF GJS, LLC | CLEARVIEW WEALTH SOLUTIONS, LLC

CRD#: 171996 / SEC#:

Illinois

Registered Investment Advisory firm - (9/16/2014 Approved)

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Contact information

Main Address

2 Ascot Lane, Barrington, IL 60010

Mailing Address

Phone number

(847) 847-2505

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	54
AUM (Assets Under Management)	$ 36,484,163

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Richard R. Furmanski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Ronald Furmanski's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLEARVIEW WEALTH SOLUTIONS, LLC

GENEVA ADVISORS, LLC

TRIAD ASSET MANAGEMENT, INC.

CONCORD INVESTMENT COMPANY

State Registrations and Notice Filings

Exams

Current Firm

CLEARVIEW WEALTH SOLUTIONS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CLEARVIEW WEALTH SOLUTIONS, LLC

TRUST BUT VERIFY

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