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RIA / WealthAdvisorCertified Financial Planner28 years in industry

CHARLES RICKY SKINNER

Advisor at AN EXCEPTIONAL LIFE FINANCIAL, LLC

INDIANAPOLIS, IN

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Search this name across graphsid dfx:ria:f830c885-5baf-9049-8ad4-187b259fc19a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 16, 2003 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: AN EXCEPTIONAL LIFE FINANCIAL, 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: Oct 30, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S63
First exam: Oct 30, 1997
First registration: Oct 16, 2003
Dual registered: no
Other names: RICK SKINNER|CHARLES R SKINNER|CHARLES RICKY SKINNER|C. RICK SKINNER
IAPD individual key: 2933971

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
AN EXCEPTIONAL LIFE FINANCIAL, LLC	Independent wealth	Nov 14, 2021	n/a	yes	INDIANAPOLIS, IN	Current employment
WATERMARK WEALTH MANAGEMENT, LLC	Former SEC adviser	Dec 2, 2013	Dec 31, 2021	no	INDIANAPOLIS, IN	Previous registration
SUMMIT CPA GROUP	Former SEC adviser	Apr 8, 2011	Oct 8, 2013	no	FORT WAYNE, IN	Previous registration
SKINNER FINANCIAL SERVICES	n/a	Oct 16, 2003	Apr 20, 2011	no	NOBLESVILLE, IN	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
WATERMARK WEALTH MANAGEMENT, LLC	AN EXCEPTIONAL LIFE FINANCIAL, LLC	Dec 31, 2021	Nov 14, 2021	-47	Firm change after gap	RIA to RIA
SUMMIT CPA GROUP	WATERMARK WEALTH MANAGEMENT, LLC	Oct 8, 2013	Dec 2, 2013	55	Firm change	Other
SKINNER FINANCIAL SERVICES	SUMMIT CPA GROUP	Apr 20, 2011	Apr 8, 2011	-12	Firm change	Other

Relationships

Registered with (4)

→ AN EXCEPTIONAL LIFE FINANCIAL, LLCRegistered adviserregistration: current employment
Nov 14, 2021 to presentfactForm ADV
→ WATERMARK WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Dec 2, 2013 to Dec 31, 2021factForm ADV
→ SUMMIT CPA GROUPRegistered adviserregistration: previous registration
Apr 8, 2011 to Oct 8, 2013factForm ADV
→ SKINNER FINANCIAL SERVICESRegistered adviserregistration: previous registration
Oct 16, 2003 to Apr 20, 2011factForm ADV

Dated events

No dated event names this entity yet.