Charles M. Hirlinger

COVENANT FINANCIAL ADVISORS

Phoenix, AZ 85028

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CRD#: 1976529

Professional summary

Charles Michael Hirlinger, who also goes by Chuck Hirlinger, is a registered financial advisor currently at COVENANT FINANCIAL ADVISORS, LLC located in Phoenix, Arizona.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Charles has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chuck Hirlinger

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)CHARLES HIRLINGER COMPANY, PC, (NON-INVESTMENT RELATED), 3509 E SHEA BLVD,STE 108,PHOENIX,AZ 85028; OWNER; START DATE: 7/1999; CPA PRACTICE, WRITEUP WORK, FINANCIAL STATEMENTS, TAX RETURN PREPARATION, TAX CONSULTATION; 65% TIME SPENT. 2)STELMAR HOLDINGS LLC, REAL ESTATE INVESTMENT MANAGING MEMBER, 1% TIME SPENT 3)HIRLINGER PLC, 4545 E SHEA BLVD SUITE 244, PHOENIX, AZ 85028. BEGAN 1/1/2013 AS MANAGING MEMBER. NOT INVESTMENT RELATED. DEVOTES 50 HOURS/WEEK, 1 DURING TRADING. 4)STELMAR HOLDINGS LLC;PHOENIX, AZ . BEGAN 6/15/07 AS MANAGING MEMBER. NOT INVESTMENT RELATED. DEVOTES 0 HR; NONE DURING TRADING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Michael Hirlinger's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 16, 2023 - Present

COVENANT FINANCIAL ADVISORS, LLC

Office #1: 11201 N. Tatum Blvd., Ste 300, Phoenix, AZ 85028

RIA

CRD#: 328840

Phoenix, AZ

Past

April 20, 2018 - December 31, 2023

CAPITAL ASSET ADVISORS LLC.

RIA

CRD#: 291635

PHOENIX, AZ

Past

July 18, 2011 - September 5, 2018

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

PHOENIX, AZ

Past

June 24, 2011 - September 5, 2018

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

PHOENIX, AZ

Past

August 13, 2008 - July 7, 2011

COOPER MCMANUS

RIA

CRD#: 111458

PHOENIX, AZ

Past

July 16, 2002 - June 30, 2011

SECURITIES AMERICA, INC.

CRD#: 10205

PHOENIX, AZ

Past

February 14, 2001 - August 13, 2002

CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358

SCHAUMBURG, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(11/16/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/17/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 9/5/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/13/2001

General Securities Representative Examination

Current Firm

COVENANT FINANCIAL ADVISORS, LLC

CRD#: 328840 / SEC#:

Arizona

Registered Investment Advisory firm - (11/16/2023 Approved)

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Contact information

Main Address

11201 N Tatum Blvd. Suite 300, Phoenix, AZ 85028

Mailing Address

Phone number

(602) 861-0033

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	64
AUM (Assets Under Management)	$ 8,443,830

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Charles M. Hirlinger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Michael Hirlinger's CRS (Customer Relationship Summary).

Certified licenses

Experience

COVENANT FINANCIAL ADVISORS, LLC

CAPITAL ASSET ADVISORS LLC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

COOPER MCMANUS

SECURITIES AMERICA, INC.

CETERA FINANCIAL SPECIALISTS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/17/2008

SIE

Date: 9/5/2018

Series 7

Date: 2/13/2001

Current Firm

COVENANT FINANCIAL ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COVENANT FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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