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

RETIRE AGILE

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

Aug 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66

First exam

Nov 2, 2020

First registration

Feb 19, 2021

Dual registered

no

IAPD individual key

6992661

• Occurred

  Dec 2, 2025
  Advisor changed firm

  Troy Fredrick Katterheinrich left Strategic Financial Concepts, Llc for Retire Agile (registered 2025-08-07)

  Form ADVobserved 4 days ago
• Occurred

  May 8, 2023
  Advisor changed firm

  Troy Fredrick Katterheinrich left Merit Financial Advisors for Strategic Financial Concepts, Llc (registered 2023-05-22)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:69dc0f63-7d8d-856c-eb28-298753a3df11

First observed

Feb 19, 2021

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.