Robert Paul Schmansky
Investment adviser representative at Pathworks Financial, Inc.
21 yearsExperience
1 stateRegistered in
ChFC®Designation
$279.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Pathworks Financial, Inc.Aug 2024 to now
- Self EmployedJan 2005 to now
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
State registrations
Registered as an investment adviser representative in 1 state (MI).
Pathworks Financial, Inc.
$279.3MAssets managed
410Clients
5Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4530174
- Firm CRD
- 138393