Robert J. Schoonmaker

MATTERHORN FINANCIAL PLANNING

Pocatello, ID 83204

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CRD#: 4746510

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.

Question & Answer

What are your service offerings?

Tax Planning

Comprehensive Financial Planni...

Investment Planning

Do you have an area of expertise or specialization?

Fixed Fee (Subscription, Retai...

Generation X

Hourly

Investment Advice without Ongo...

Real Estate Investments

Tax Planning

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Jonalwyn Schoonmaker'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: 2003

Experience

Current

March 18, 2014 - Present

MATTERHORN FINANCIAL PLANNING

Office #1: 312 W. Center Street, Pocatello, ID 83204

RIA

CRD#: 167996

Pocatello, ID

Past

June 27, 2008 - December 31, 2008

MATTERHORN FINANCIAL PLANNING LLC

RIA

CRD#: 139667

ELK RIDGE, UT

Past

March 4, 2004 - January 6, 2006

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

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

California
(10/31/2023)

IAR

Idaho
(3/18/2014)

IAR

Texas
(2/1/2017)

IAR

Utah
(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

State Security Law Exam

IAR

Series 66

Date: 3/17/2004

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/8/2002

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 3/3/2004

General Securities Representative Examination

Current Firm

MATTERHORN FINANCIAL PLANNING

MATTERHORN FINANCIAL PLANNING | MATTERHORN FINANCIAL PLANNING LLC

CRD#: 167996 / SEC#:

California

Registered Investment Advisory firm - (10/31/2023 Approved)

Idaho

Registered Investment Advisory firm - (9/26/2013 Approved)

Texas

Registered Investment Advisory firm - (1/25/2017 Conditional Restricted)

Utah

Registered Investment Advisory firm - (3/18/2014 Approved)

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Contact information

Main Address

312 W. Center Street, Pocatello, ID 83204

Mailing Address

P. O. Box 693, Pocatello, ID 83204

Phone number

(208) 417-8330

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

Contact information

(xxx) xxx-xxxx

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Robert J. Schoonmaker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Jonalwyn Schoonmaker's CRS (Customer Relationship Summary).

Certified licenses

Experience

MATTERHORN FINANCIAL PLANNING

MATTERHORN FINANCIAL PLANNING LLC

A. G. EDWARDS & SONS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/17/2004

Series 65

Date: 7/8/2002

Series 7

Date: 3/3/2004

Current Firm

MATTERHORN FINANCIAL PLANNING

Contact information

Documents

Red Flags

Company Information

MATTERHORN FINANCIAL PLANNING

TRUST BUT VERIFY

Contact information

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