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RIA / WealthAdvisorCertified Financial Planner21 years in industry

ROBERT TUNNELL

Advisor at RETIREMENT PLANNERS OF AMERICA

Fort Worth, TX | PLANO, TX

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Search this name across graphsid dfx:ria:089fdee3-52d4-5ed0-eae8-20c0d1cdabc0

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 23, 2006 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: RETIREMENT PLANNERS OF AMERICA
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 25, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Oct 25, 2004
First registration: Mar 23, 2006
Dual registered: no
IAPD individual key: 4854822

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
RETIREMENT PLANNERS OF AMERICA	Independent wealth	Dec 3, 2013	n/a	yes	PLANO, TX\|Fort Worth, TX	Current employment
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Dec 5, 2006	Nov 7, 2013	no	FT WORTH, TX\|FT WORTH, TX	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Dec 5, 2006	Nov 7, 2013	no	FORT WORTH, TX\|FORT WORTH, TX\|FORT WORTH, TX\|FORT WORTH, TX\|Southlake, TX\|FORT WORTH, TX\|Southlake, TX	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Mar 23, 2006	Dec 11, 2006	no	ESTLAKE, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Nov 7, 2013	Dec 5, 2006	-2,529	Channel change	Other
TD AMERITRADE, INC.	RETIREMENT PLANNERS OF AMERICA	Nov 7, 2013	Dec 3, 2013	26	Firm change	Other
STRATEGIC ADVISERS LLC	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Dec 11, 2006	Dec 5, 2006	-6	Firm change	Other

Relationships

Registered with (4)

→ RETIREMENT PLANNERS OF AMERICARegistered adviserregistration: current employment
Dec 3, 2013 to presentfactForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Dec 5, 2006 to Nov 7, 2013factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Dec 5, 2006 to Nov 7, 2013factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 23, 2006 to Dec 11, 2006factForm ADV

Dated events

No dated event names this entity yet.