RJ
Robert James Schumann
CRD 2518448
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Financial Stages, Llc | Registered representative | 07/20/2026 |
| Plan & Act Pension Advisors | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Financial Stages, Llc
Member · 75% or more · Jun 2019
-
Financial Stages, Llc
Chief Compliance Officer · Less than 5% · Jun 2019
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗