DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner11 years in industry

Michael Allen Kirkendale-Haak

Advisor at CORE PLANNING

OFALLON, MO | Charlotte, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:239bb3ad-96ab-d51c-3b7e-9ad1e89f0166

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 24, 2015 to Sep 14, 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: CORE PLANNING
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: Apr 10, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Apr 10, 2015
First registration: Apr 24, 2015
Dual registered: no
Other names: Mike Allen Kirkendale-Haak|MICHAEL HAAK|MIKE HAAK|Michael A Haak
IAPD individual key: 6330801

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
CORE PLANNING	Independent wealth	Oct 8, 2025	n/a	yes	Charlotte, NC\|OFALLON, MO	Current employment
Facet	Independent wealth	Sep 16, 2020	Sep 19, 2025	no	Charlotte, NC\|WEST PALM BEACH, FL\|Charlotte, NC	Previous registration
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Jan 2, 2020	Sep 16, 2020	no	Charlotte, NC	Previous registration
EDWARD JONES	National bd RIA	Apr 24, 2015	Feb 10, 2016	no	PENDLETON, SC\|ST LOUIS, MO\|KANNAPOLIS, NC\|TEMPE, AZ	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
Facet	CORE PLANNING	Sep 19, 2025	Oct 8, 2025	19	Firm change	RIA to RIA
VANGUARD ADVISERS, INC.	Facet	Sep 16, 2020	Sep 16, 2020	0	Firm change	Ibd to RIA
EDWARD JONES	VANGUARD ADVISERS, INC.	Feb 10, 2016	Jan 2, 2020	1,422	Firm change after gap	Ibd to ibd

Relationships

Registered with (4)

→ CORE PLANNINGRegistered adviserregistration: current employment
Oct 8, 2025 to presentfactForm ADV
→ FACETRegistered adviserregistration: previous registration
Sep 16, 2020 to Sep 19, 2025factForm ADV
→ VANGUARD ADVISERS, INC.Registered adviserregistration: previous registration
Jan 2, 2020 to Sep 16, 2020factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Apr 24, 2015 to Feb 10, 2016factForm ADV

Dated events

Occurred
Sep 19, 2025
Advisor changed firm
Michael Allen Kirkendale-Haak left Facet for Core Planning (registered 2025-10-08)
Form ADVobserved 5 days ago