RIA Intelligence

CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC

CRD #146588 SEC #801-107503 CINCINNATI, OH (513)469-8400
SEC Registered
Total AUM
$348.3M
Discretionary
$348.3M
Employees
12
Clients
101
Accounts
904

Firm Details

Organization Type
Limited Liability Company
State of Formation
Ohio
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 20, 2023
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GROUT, TIMOTHY, A "MI ONLY"IMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
GROUT, TIMOTHY, ANTHONYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
GROUT, TIMOTHY, ANTHONYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
GROUT, TIMOTHY, ANTHONYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
GROUT, TIMOTHY, ANTHONYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
GROUT, TIMOTHY, ANTHONYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
GROUT, TIMOTHY, ANTHONYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
GROUT, TIMOTHY, ANTHONYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
GROUT, TIMOTHY, ANTHONYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
GROUT, TIMOTHY, ANTHONYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
HOFFMAN, CAROL, A "MI ONLY"IMEMBERD Control
HOFFMAN, CAROL, AMELIAIMEMBERD Control
HOFFMAN, CAROL, AMELIAIMEMBERD Control
HOFFMAN, CAROL, AMELIAIMEMBERD Control
HOFFMAN, CAROL, AMELIAIMEMBERD Control
HOFFMAN, CAROL, AMELIAIMEMBERD Control
HOFFMAN, CAROL, AMELIAIMEMBERD Control
HOFFMAN, CAROL, AMELIAIMEMBERD Control
HOFFMAN, CAROL, AMELIAIMEMBERD Control
HOFFMAN, CAROL, AMELIAIMEMBERD Control
HOFFMAN, CAROL, AMELIAIMEMBERD Control
HOFFMAN, CAROL, AMELIAIMEMBERD Control
HOFFMAN, CAROL, AMELIAIMEMBERD Control
HOFFMAN, CAROL, AMELIAIMEMBERD Control
HOFFMAN, CAROL, AMELIAIMEMBERD Control
HOFFMAN, CAROL, AMELIAIMEMBERD Control
HOFFMAN, CAROL, AMELIAIMEMBERD Control
HOFFMAN, CAROL, AMELIAIMEMBERD Control
GROUT, TIMOTHY, ANTHONYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
GROUT, TIMOTHY, ANTHONYIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
GROUT, TIMOTHY, ANTHONYIMEMBERB
GROUT, TIMOTHY, ANTHONYIMEMBERB
GROUT, TIMOTHY, ANTHONYIMEMBERB
GROUT, TIMOTHY, ANTHONYIMEMBERB
GROUT, TIMOTHY, ANTHONYIMEMBERB
GROUT, TIMOTHY, ANTHONYIMEMBERB
THOCKER, DEBORAH, LOUIMEMBERB
THOCKER, DEBORAH, LOUIMEMBERB
THOCKER, DEBORAH, LOUICHIEF COMPLIANCE OFFICER/MEMBERB Control
THOCKER, DEBORAH, LOUICHIEF COMPLIANCE OFFICER/MEMBERB Control
THOCKER, DEBORAH, LOUICHIEF COMPLIANCE OFFICER/MEMBERB Control
THOCKER, DEBORAH, LOUICHIEF COMPLIANCE OFFICER/MEMBERB Control
THOCKER, DEBORAH, LOUICHIEF COMPLIANCE OFFICER/MEMBERB Control
THOCKER, DEBORAH, LOUICHIEF COMPLIANCE OFFICER/MEMBERB Control
Bartlett, Robert, WIMEMBERA
Bartlett, Robert, WIMEMBERA
Bartlett, Robert, WIMEMBERA
Bartlett, Robert, WIMEMBERA
Bartlett, Robert, WIMEMBERA
Bartlett, Robert, WIMEMBERA
Bartlett, Robert, WIMEMBERA
Bartlett, Robert, WIMEMBERA
MCINERNEY, KATHERINE, MARYIMEMBERA
MCINERNEY, KATHERINE, MARYIMEMBERA
MCINERNEY, KATHERINE, MARYIMEMBERA
MCINERNEY, KATHERINE, MARYIMEMBERA
MCINERNEY, KATHERINE, MARYIMEMBERA
MCINERNEY, KATHERINE, MARYIMEMBERA
MCINERNEY, KATHERINE, MARYIMEMBERA
MCINERNEY, KATHERINE, MARYIMEMBERA
Schelle, Michael, JustinIMEMBERA
Schelle, Michael, JustinIMEMBERA
Schelle, Michael, JustinIMEMBERA
Schelle, Michael, JustinIMEMBERA
Schelle, Michael, JustinIMEMBERA
Schelle, Michael, JustinIMEMBERA

Registrations

Federal

IA
Mar 20, 2023 REGISTERED

Notice Filings (6)

IN KY NH NY OH TX

Address

10300 ALLIANCE RD
SUITE 460
CINCINNATI, OH 45242
United States
Phone: (513)469-8400