Robert P. Schmansky

PATHWORKS FINANCIAL

Novi, MI 48375

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CRD#: 4530174

Professional summary

Robert Paul Schmansky, ChFC® is a registered financial advisor currently at PATHWORKS FINANCIAL, INC. located in Novi, Michigan.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Robert has worked at 7 firms and has passed the Series 63 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.

1. ROYAL OAK TAX PREPARATION SERVICES, LLC, NO, 39111 SIX MILE RD, LIVONIA, MI 48152, TAX PREPARATION, TAX PREPARER, 2/14/2011, 1 HOUR/MONTH, 0 HOURS DURING TRADING HOURS, INCOME TAX PREPARATION. 2. ROBERT SCHMANSKY, NO, 39111 6 MILE RD, LIVONIA, MI 48152, INSURANCE COUNSELOR, FEE-ONLY INSURANCE ADVISOR, INSURANCE ADVICE FOR CLEAR FINANCIAL ADVISORS LLC, 1/2011, 1 HOUR / MONTH, 1 HOUR DURING TRADING HOURS, I HOLD AN INSURANCE COUNSELOR LICENSE TO BE ABLE TO GIVE INSURANCE ADVICE TO CLIENTS OF CLEAR FINANCIAL ADVISORS, LLC, THERE ARE NO INSURANCE SALES OR COMMISSIONS EARNED OR INCOME FROM NON-CLIENT ENTITIES OR INDIVIDUALS FOR THIS SERVICE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Paul Schmansky's CRS (Customer Relationship Summary).

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®

ChFC^®

Chartered Financial Consultant

Experience

Current

August 21, 2024 - Present

PATHWORKS FINANCIAL, INC.

Office #1: 43155 Main Street Suite 212, Novi, MI 48375

RIA

CRD#: 138393

Novi, MI

Past

August 16, 2023 - August 26, 2024

BOLLIN WEALTH MANAGEMENT, LLC

RIA

CRD#: 150396

Livonia, MI

Past

May 6, 2011 - December 31, 2024

CLEAR FINANCIAL ADVISORS, LLC

RIA

CRD#: 156303

LIVONIA, MI

Past

August 8, 2006 - March 18, 2008

INVEST FINANCIAL CORPORATION

RIA

CRD#: 12984

BINGHAM FARMS, MI

Past

July 31, 2006 - March 18, 2008

INVEST FINANCIAL CORPORATION

CRD#: 12984

BINGHAM FARMS, MI

Past

June 17, 2003 - October 16, 2003

NATCITY INVESTMENTS, INC.

CRD#: 17490

CLEVELAND, OH

Past

July 23, 2002 - October 31, 2002

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 23, 2002 - October 31, 2002

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PATHWORKS FINANCIAL, INC.

CRD#: 138393 / SEC#: 801-120476

RIA

Registered Investment Advisory firm - (3/10/2021 Approved)

Michigan

Registered Investment Advisory firm - (3/11/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Michigan
(8/21/2024)

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

State Security Law Exam

Series 63

Date: 8/5/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/29/2006

General Securities Representative Examination

Current Firm

PATHWORKS FINANCIAL, INC.

CRD#: 138393 / SEC#: 801-120476

RIA

Registered Investment Advisory firm - (3/10/2021 Approved)

Michigan

Registered Investment Advisory firm - (3/11/2021 Terminated)

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Contact information

Main Address

43155 Main Street Suite 212, Novi, MI 48375

Mailing Address

Phone number

(248) 946-4515

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PATHWORKS FORM ADV PART 2A (JANUARY 23, 2025) (3/25/2025)

PATHWORKS WRAP FEE BROCHURE (JANUARY 23, 2025) (1/24/2025)

Regulatory assets under management

Total Number of Accounts	1,086
AUM (Assets Under Management)	$ 236,868,620

Red Flags

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

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Firm Stability Insights

Robert P. Schmansky

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Paul Schmansky's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOLLIN WEALTH MANAGEMENT, LLC

CLEAR FINANCIAL ADVISORS, LLC

INVEST FINANCIAL CORPORATION

INVEST FINANCIAL CORPORATION

NATCITY INVESTMENTS, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

PATHWORKS FINANCIAL, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 8/5/2006

Series 7

Date: 7/29/2006

Current Firm

PATHWORKS FINANCIAL, INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PATHWORKS FINANCIAL, INC.

TRUST BUT VERIFY

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