CF
Charles Francis Kreitler
CRD 4923222
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Kreitler Financial Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Kreitler Financial Llc
Chief Compliance Officer/Managing Member · 75% or more · Mar 2024
-
Kreitler Financial Llc
Trustee · GP / trustee / elected manager · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗