Robert K. Domm

CLOVIS WEALTH PARTNERS

Clovis, CA

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CRD#: 6717896

Professional summary

Robert Karl Domm JR., who also goes by Robert Karl Domm, is a registered financial advisor currently at CLOVIS WEALTH PARTNERS, LLC located in Clovis, California.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Robert has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert Karl Domm

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.

KERN CAPITAL REAL ESTATE; INVESTMENT RELATED; SAME OFFICE ADDRESS; OWNER/REAL ESTATE BROKER; SPENDS .5 HRS PER MONTH DURING TRADING; BROKERAGE SERVICES. SAN JOAQUIN CHEMICALS, INC.; NON-INVESTMENT RELATED; 4684 E HEDGES AVE, FRESNO, CA 93703; VICE PRESIDENT; .5 HRS PER MONTH DURING TRADING; WATER TREATMENT COMPANY. REAL P&L; NON-INVESTMENT RELATED; NO ADDRESS; CREATOR./YOUTUBE CHANNEL; 10-20 HRS PER MONTH DURING TRADING; HOUSES HIS FINANCIAL EDUCATION OPERATION. Favorable Derivatives: non-investment related; 1255 n sierra vista Fresno, CA 93703; online education; Owner; Owner; 09/2020; 20 hours; 10 hours; Educate students online RKD LLC: non-investment related; 2413 San Gabriel Ave Clovis, CA 93611; online education; Owner; Owner; 07/2015; 20 hours; 10 hours; Review online educators

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Karl Domm JR.'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®

None

Experience

Current

February 6, 2023 - Present

CLOVIS WEALTH PARTNERS, LLC

RIA

CRD#: 316944

Clovis, CA

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
(2/6/2023)

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 65

Date: 8/24/2021

Uniform Investment Adviser Law Examination

Current Firm

CLOVIS WEALTH PARTNERS, LLC

CRD#: 316944 / SEC#:

California

Registered Investment Advisory firm - (2/6/2023 Approved)

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Contact information

Main Address

Clovis, CA

Mailing Address

Phone number

(661) 979-9244

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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.

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Robert K. Domm

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Karl Domm JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

CLOVIS WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/24/2021

Current Firm

CLOVIS WEALTH PARTNERS, LLC

Contact information

Documents

Red Flags

Company Information

CLOVIS WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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