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Clear Perspectives Financial Planning Directory

Last updated: August 12th, 2020. Data source: SEC & FINRA filings. For more information, including disclosures, see financial advisor profile.

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Full Name Years Registered Years Registered at Firm Disclosures Registration Status
Katherine Mcinerney 4 4 No Investment Advisor
Robert Bartlett 4 4 No Investment Advisor
Michael Schelle 2 2 No Investment Advisor
Deborah Thocker 9 9 No Investment Advisor
Timothy Grout 12 12 No Investment Advisor
Carol Hoffman 12 12 No Investment Advisor
Ryan Gorman 1 Less than a year No Investment Advisor


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