Robert Jonalwyn Schoonmaker
CFP®Professional Summary
Robert Jonalwyn Schoonmaker, CFP® is a registered financial advisor currently at MATTERHORN FINANCIAL PLANNING located in Pocatello, Idaho. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Robert has worked at 3 firms and has passed the Series 66, Series 65 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Tax Planning
- Financial Planning
- Investment Management
Specializations
Other Aliases
There are no additional aliases reported.
Similar Advisors
ALLSTATE FINANCIAL SERVICES, LLC
COLONIAL RIVER WEALTH MANAGEMENT LLC
ECHOTRADE LLC
MORGAN STANLEY & CO. LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
ALLSTATE FINANCIAL SERVICES, LLC
COLONIAL RIVER WEALTH MANAGEMENT LLC
ECHOTRADE LLC
MORGAN STANLEY & CO. LLC
Contact Information
Direct
(xxx) xxx-xxxx
Similar Advisors
ALLSTATE FINANCIAL SERVICES, LLC
COLONIAL RIVER WEALTH MANAGEMENT LLC
ECHOTRADE LLC
MORGAN STANLEY & CO. LLC
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
ALLSTATE FINANCIAL SERVICES, LLC
COLONIAL RIVER WEALTH MANAGEMENT LLC
ECHOTRADE LLC
MORGAN STANLEY & CO. LLC
Credentials
Years of Experience
24 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
ALLSTATE FINANCIAL SERVICES, LLC
COLONIAL RIVER WEALTH MANAGEMENT LLC
ECHOTRADE LLC
MORGAN STANLEY & CO. LLC
Current Firm
MATTERHORN FINANCIAL PLANNING | MATTERHORN FINANCIAL PLANNING LLC
Contact Information
Main Address
312 W. Center Street, Pocatello, ID 83204Mailing Address
P. O. Box 693, Pocatello, ID 83204Phone Number
(208) 417-8330# of Employees
1Documents
Similar Advisors
ALLSTATE FINANCIAL SERVICES, LLC
COLONIAL RIVER WEALTH MANAGEMENT LLC
ECHOTRADE LLC
MORGAN STANLEY & CO. LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
ALLSTATE FINANCIAL SERVICES, LLC
COLONIAL RIVER WEALTH MANAGEMENT LLC
ECHOTRADE LLC
MORGAN STANLEY & CO. LLC
State Registrations and Notice Filings
(10/31/2023)
(3/18/2014)
(2/1/2017)
(3/18/2014)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
ALLSTATE FINANCIAL SERVICES, LLC
COLONIAL RIVER WEALTH MANAGEMENT LLC
ECHOTRADE LLC
MORGAN STANLEY & CO. LLC
CRS (Client Relationship Summary) - RIA
Click below to view Robert Jonalwyn Schoonmaker's CRS (Customer Relationship Summary).
Services Offered by Robert
- Tax Planning
- Financial Planning
- Investment Management
Similar Advisors
ALLSTATE FINANCIAL SERVICES, LLC
COLONIAL RIVER WEALTH MANAGEMENT LLC
ECHOTRADE LLC
MORGAN STANLEY & CO. LLC