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RIA / WealthAdvisorChartered Financial Consultant21 years in industry

ROBERT PAUL SCHMANSKY

Advisor at PATHWORKS FINANCIAL, INC.

Novi, MI

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Aug 8, 2006 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: PATHWORKS FINANCIAL, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S63
First exam: Aug 5, 2006
First registration: Aug 8, 2006
Dual registered: no
IAPD individual key: 4530174

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
PATHWORKS FINANCIAL, INC.	Independent wealth	Jan 1, 2025	n/a	yes	Novi, MI	Current employment
BOLLIN WEALTH MANAGEMENT, LLC	State registered	Aug 16, 2023	Aug 26, 2024	no	Livonia, MI	Previous registration
CLEAR FINANCIAL ADVISORS, LLC	n/a	May 6, 2011	Dec 31, 2024	no	LIVONIA, MI	Previous registration
INVEST FINANCIAL CORPORATION	Former SEC adviser	Aug 8, 2006	Mar 18, 2008	no	BINGHAM FARMS, MI	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
CLEAR FINANCIAL ADVISORS, LLC	BOLLIN WEALTH MANAGEMENT, LLC	Dec 31, 2024	Aug 16, 2023	-503	Firm change after gap	Other
BOLLIN WEALTH MANAGEMENT, LLC	PATHWORKS FINANCIAL, INC.	Aug 26, 2024	Jan 1, 2025	128	Firm change	Other
INVEST FINANCIAL CORPORATION	CLEAR FINANCIAL ADVISORS, LLC	Mar 18, 2008	May 6, 2011	1,144	Firm change after gap	Other

Relationships

Registered with (4)

→ PATHWORKS FINANCIAL, INC.Registered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ CLEAR FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
May 6, 2011 to Dec 31, 2024factForm ADV
→ BOLLIN WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Aug 16, 2023 to Aug 26, 2024factForm ADV
→ INVEST FINANCIAL CORPORATIONRegistered adviserregistration: previous registration
Aug 8, 2006 to Mar 18, 2008factForm ADV

Dated events

Occurred
Dec 31, 2024
Advisor changed firm
Robert Paul Schmansky left Clear Financial Advisors, Llc for Bollin Wealth Management, Llc (registered 2023-08-16)
Form ADVobserved 6 days ago
Occurred
Aug 26, 2024
Advisor changed firm
Robert Paul Schmansky left Bollin Wealth Management, Llc for Pathworks Financial, Inc. (registered 2025-01-01)
Form ADVobserved 6 days ago