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

FACTORPOINT PLANNING, LLC

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

Mar 14, 1984earliest registration or exam on IAPD

Years in industry

42derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Mar 14, 1984

First registration

Dec 13, 2002

Dual registered

no

Other names

FRITZ KROKENBERGER|FRED KROKENBERGER

IAPD individual key

1161243

• Occurred

  Apr 17, 2026
  Advisor changed firm

  Frederick Krokenberger left Morgan Stanley for Factorpoint Planning, Llc (registered 2026-04-16)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0d7c9a5d-aa80-fa7d-141e-0461cf8ed8a6

First observed

Dec 13, 2002

Last observed

Sep 14, 2026 5 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.