DFX Intelligence

Data Factory

RIA / WealthAdvisorChartered Financial Analyst28 years in industry

RICHARD RONALD FURMANSKI

Advisor at CLEARVIEW WEALTH SOLUTIONS, LLC

BARRINGTON, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:50646acd-e775-c287-3156-6e4eb3e26d66

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 25, 1997 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CLEARVIEW WEALTH SOLUTIONS, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 25, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
First registration: Oct 25, 1997
Dual registered: no
Other names: RICHARD FURMANSKI
IAPD individual key: 1705372

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CLEARVIEW WEALTH SOLUTIONS, LLC	State registered	Sep 23, 2014	n/a	yes	BARRINGTON, IL	Current employment
GENEVA ADVISORS, LLC	Former SEC adviser	Jul 30, 2012	Sep 23, 2014	no	CHICAGO, IL	Previous registration
TRIAD ASSET MANAGEMENT, INC.	n/a	Mar 29, 2006	Mar 24, 2011	no	BARRINGTON, IL	Previous registration
CONCORD INVESTMENT COMPANY	n/a	Oct 25, 1997	Jan 29, 2004	no	CHICAGO, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GENEVA ADVISORS, LLC	CLEARVIEW WEALTH SOLUTIONS, LLC	Sep 23, 2014	Sep 23, 2014	0	Firm change	Other
TRIAD ASSET MANAGEMENT, INC.	GENEVA ADVISORS, LLC	Mar 24, 2011	Jul 30, 2012	494	Firm change after gap	Other
CONCORD INVESTMENT COMPANY	TRIAD ASSET MANAGEMENT, INC.	Jan 29, 2004	Mar 29, 2006	790	Firm change after gap	Other

Relationships

Registered with (4)

→ CLEARVIEW WEALTH SOLUTIONS, LLCRegistered adviserregistration: current employment
Sep 23, 2014 to presentfactForm ADV
→ GENEVA ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 30, 2012 to Sep 23, 2014factForm ADV
→ TRIAD ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Mar 29, 2006 to Mar 24, 2011factForm ADV
→ CONCORD INVESTMENT COMPANYRegistered adviserregistration: previous registration
Oct 25, 1997 to Jan 29, 2004factForm ADV

Dated events

No dated event names this entity yet.