Charles E. Bolognino
SIDE-BY-SIDE FINANCIAL PLANNING
Plymouth, MN 55447
Some features on this profile are disabled
CRD#: 6356386
Professional summary
Charles Edward Bolognino, CFP®, ChFC®, who also goes by Charles E. Bolognino, Charlie Bolognino, is a registered financial advisor currently at SIDE-BY-SIDE FINANCIAL PLANNING, LLC located in Plymouth, Minnesota.
Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Charles has worked at 1 firm .
Biography
Charlie began his work in financial planning in 2008 when he founded Side-by-Side Financial Planning, LLC. Since then, he has been equipping and empowering people with the resources they need “to live a better life today and tomorrow through financial planning”.
Charlie graduated from Hillsdale College in Michigan with a degree in Business Administration Finance and a minor in Psychology. He earned the Chartered Financial Consultant (ChFC®) financial planning designation from the American College and he is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.
He’s given financial seminars at the University of Northwestern and St. Catherine University. In addition, he has facilitated the Financial Peace University program at local churches.
He and his wife, Rachel, keep busy raising four daughters.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Retirement Planning
Budgeting
Do you have an area of expertise or specialization?
Generation X
Hourly
Investment Advice without Ongo...
Middle Income Client Needs
Millennials
Novice Investors
Are you a "fiduciary"?
Yes
Aliases
Charles E. Bolognino | Charlie Bolognino
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Charles Edward Bolognino'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®
CFP®
Start date: 2016
Experience
Current
July 8, 2014 - Present
SIDE-BY-SIDE FINANCIAL PLANNING, LLC
Office #1: 3235 Fernbrook Lane, Plymouth, MN 55447RIA
CRD#: 171661
Plymouth, MN
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
Michigan(1/4/2022)
IAR
Minnesota(7/8/2014)
IAR
Texas(6/29/2021)
Exams
Current Firm
SIDE-BY-SIDE FINANCIAL PLANNING, LLC
BOLOGNINO, CHARLES EDWARD | SIDE-BY-SIDE FINANCIAL PLANNING, LLC
CRD#: 171661 / SEC#:
Arkansas
Registered Investment Advisory firm - (11/20/2019 Terminated)Michigan
Registered Investment Advisory firm - (1/3/2022 Approved)Minnesota
Registered Investment Advisory firm - (7/8/2014 Approved)Texas
Registered Investment Advisory firm - (6/28/2021 Conditional Restricted)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
3235 Fernbrook Lane, Plymouth, MN 55447
Mailing Address
Phone number
(763) 202-5273
Established
Firm type
Fiscal year end
# of Employees
1
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.
