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CLEAR SKY FINANCIAL, LP

PROSPER, TX · CRD 298551 · IAPD ↗ · csfplan.com · 214-440-3615

$140.6MRegulatory AUM
3Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2024 — CLEAR SKY FINANCIAL, LP notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — CLEAR SKY FINANCIAL, LP reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.