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Inactive

Robert Jonalwyn Schoonmaker

Matterhorn Financial Planning

Pocatello, ID

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Current Employers
Matterhorn Financial Planning

312 W. Center Street, Pocatello, ID 83204 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-10-31
TX RA APPROVED_RES 2017-01-25
ID RA APPROVED 2014-03-18
UT RA APPROVED 2014-03-18
  • CA RA
    APPROVED
    Since 2023-10-31
  • TX RA
    APPROVED_RES
    Since 2017-01-25
  • ID RA
    APPROVED
    Since 2014-03-18
  • UT RA
    APPROVED
    Since 2014-03-18

Branch Locations

312 W. Center Street, Pocatello, ID 83204 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Snow Garden Apartments Ephraim UT 01/2006 12/2020
Rw Davis Construction Inc Provo UT 01/2011 12/2020
Matterhorn Financial Planning Llc Pocatello ID 09/2013 Present
  • 01/2006 → 12/2020
    Snow Garden Apartments
    Ephraim, UT
  • 01/2011 → 12/2020
    Rw Davis Construction Inc
    Provo, UT
  • 09/2013 → Present
    Matterhorn Financial Planning Llc
    Pocatello, ID
Previous Registrations
  • 2008-06-27 → 2008-12-31
    Matterhorn Financial Planning Llc
    Elk Ridge, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-03-17
S65 Uniform Investment Adviser Law Examination 2002-07-08
  • S66 Uniform Combined State Law Examination
    2004-03-17
  • S65 Uniform Investment Adviser Law Examination
    2002-07-08
Designations

View on SEC IAPD

Other Firms

MERIT FINANCIAL ADVISORS
D.A. DAVIDSON & CO.
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
JORDAN WEALTH MANAGEMENT
OSAIC ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.

Other Investors

Austin Webb Smellie
JOEL DANIEL PHILLIPS
LAUREN MICHELLE DALTON
Ashley Dawn Anderson
BRETT DAVID ROBISON
Andrew Jacob Cortez
GENE CLAY ESPLIN
Ty Thayne Gentry

Other Offices

MERIT FINANCIAL ADVISORS · Pocatello, ID
D.A. DAVIDSON & CO. · POCATELLO, ID
CETERA INVESTMENT ADVISERS LLC · POCATELLO, ID
STATE FARM INVESTMENT MANAGEMENT CORP. · Pocatello, ID
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · POCATELLO, ID
JORDAN WEALTH MANAGEMENT · POCATELLO, ID
OSAIC ADVISORY SERVICES, LLC · POCATELLO, ID
OSAIC WEALTH, INC. · POCATELLO, ID

More in Pocatello, ID

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