KR
Kris A. Robbins
CLEARLEAF
Sanibel, FL
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CRD#: 3088247
KR
Professional summary
Kris Alan Robbins is a registered financial advisor currently at CLEARLEAF located in Sanibel, Florida.
Kris is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Kris has worked at 2 firms and has passed the Series 65 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
KARobbins LLC, investment-related, Sanibel, Florida 33957, a single member LLC for private investment and consulting, serving as its Principal, start date - August 2010, spend 16 hours per month, 8 hours during trading hours, with duties involving overseeing invested assets and providing board or strategic business consulting associated with those holdings. UMB Financial Corporation, investment-related, 1010 Grand Boulevard, Kansas City, Missouri 64106, bank holding company, director, start date - April 2000, 8-16 hours per month, 8-16 hours during trading hours, serve as a director on the holding company and bank boards, as a director on the audit committee and chairman of the risk committee. Purestone Loan Services LLC, not investment-related, 2307 Watterson Trail, Louisville, Kentucky 40299, Kentucky LLC, Co-founder and partner, start date - February 2013, 8 hours per month, 8 hours during trading hours, collection services administrative, accounting and operations. Clearleaf Capital LLC, investment-related pass-through entity, 2307 Watterson Trail, Louisville, Kentucky 40299, established to support tax-exempt and other investors to become Noteholders and thus gain debt investor access to the Clearleaf Short Alternative Fund, L.P. without incurring negative tax consequences, serving as co-founder and co-managing member through KARobbins LLC starting December 2017, spending 8 hours per month, 8 hours during trading hours solely to invest as a limited partner in the Clearleaf Short Alternative Fund, L.P. Pasadena Private Lending, investment-related, 2 N. Lake Ave., Suite 520, Pasadena, California 91101, private lending division of Pasadena Private Wealth, board member, start date - Jan. 2024, 4 hours per month, 0 hours during trading hours, serve as a board member.
CRS (Client Relationship Summary) - RIA
Click below to view Kris Alan Robbins'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®
NoneExperience
Current
October 12, 2017 - Present
CLEARLEAF
RIA
CRD#: 288707
Sanibel, FL
Past
December 2, 1998 - July 31, 2009
SECURITY DISTRIBUTORS
BD
CRD#: 3336
TOPEKA, KS
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
Florida(1/14/2025)
IAR
Kentucky(10/12/2017)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
CL
CLEARLEAF
CLEARLEAF | CLEARLEAF FINANCE LLC
CRD#: 288707 / SEC#:
Florida
Registered Investment Advisory firm - (1/14/2025 Approved)Kentucky
Registered Investment Advisory firm - (10/12/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2307 Watterson Trail Suite 200, Louisville, KY 40299
Mailing Address
Phone number
(888) 908-8005
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 47,322,646 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
