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

FINANCIAL FREEDOM PLANNERS

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 28, 1984earliest registration or exam on IAPD

Years in industry

42derivedfrom the industry start date

Years at current firm

13derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66|S63

First exam

Jun 28, 1984

First registration

Feb 9, 2007

Dual registered

no

Other names

CHUCK ROBERTS

IAPD individual key

846282

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a65e1b4e-1da0-d5e8-cb95-384d4b02d87d

First observed

Feb 9, 2007

Last observed

Sep 14, 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.