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Kris Alan Robbins

Clearleaf

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About Kris Alan Robbins

Kris Alan Robbins is a registered investment advisor representative in Kentucky and Florida. Kris has been in the industry since 1998. Kris currently works for Clearleaf. Kris also serves as a Director at UMB Financial Corporation and has a significant amount of experience in the investment industry. Prior to joining Clearleaf, Kris was employed with Security Distributors, Inc. Kris has a Series 7 and Series 65 license and is a co-managing member of Clearleaf Capital LLC.

Firm Information

Kris Robbins is currently registered with Clearleaf. Clearleaf is an investment advisor with two investment adviser representatives. They manage $44,841,442 in assets for 1 pooled investment vehicle. Their advisory services include portfolio management for pooled investment vehicles.

$44.84M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Kris Robbins’s Registration & Firm History

FL

01/01/2025 - Present

Clearleaf (Sanibel FL)

KS

12/02/1998 - 07/31/2009

SECURITY DISTRIBUTORS, INC. (TOPEKA KS)

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Licenses & Designations

IA

Issued 08/24/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/24/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kris Alan Robbins.
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