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.

Current firm

INTRUA FINANCIAL

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 24, 1984earliest registration or exam on IAPD

Years in industry

41derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63

First exam

Oct 24, 1984

First registration

Mar 30, 1999

Dual registered

yes, broker-dealer

Other names

Chuck Kuhtz

IAPD individual key

1307194

• Occurred

  Dec 12, 2023
  Advisor changed firm

  Charles Harvey Kuhtz left Freedom Wealth Alliance for Intrua Financial (registered 2023-11-28)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:09f94ee2-1831-0073-1b1a-784faa382807

First observed

Mar 30, 1999

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.