CR
Charles D. Robinson
KEEL POINT
Cave Creek, AZ
Some features on this profile are disabled
CRD#: 708901
CR
Professional summary
Charles David Robinson, CFP® is a registered financial advisor currently at KEEL POINT, LLC located in Cave Creek, Arizona.
Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. Charles has worked at 7 firms and has passed the Series 63, SIE, Series 7, Series 1, Series 24 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.) RETIREMENT INCOME INDUSTRY ASSOCIATION, NON-INVESTMENT RELATED, 101 FEDERAL ST, SUITE 1900, BOSTON MA 02110, INDUSTRY TRADE ASSOCIATION, UNPAID SPECIAL ADVISOR TO RIIA BOARD, START DATE 2007, 2 HOURS A MONTH, 1 HR DURING TRADING HRS, CONSULT ON RMA DESIGNATION PROGRAM, EDUCATE ADVISORS ON RETIREMENT PLANNING TOPICS.
2.) WEALTH PLANNING CONSULTANTS, LLC, INVESTMENT RELATED, 10191 E JENAN DR, SCOTTSDALE, AZ, 85260, DBA AND BUSINESS MANAGEMENT SERVICES, MANAGING MEMBER, START DATE 6/2014, 2-10 HRS/MTH, LESS THAN 1 HR/MTH DURING SECURITIES TRADING HOURS, CONSULTANT
3.) A+ COLLEGE PLANNING ADVISORS, LLC, INVESTMENT RELATED, 10191 E JENAN DR, SCOTTSDALE, AZ 85260, PRESENTATIONS TO COLLEGE FUNDING SOLUTIONS, INC PROSPECTS, MANAGING PARTNER, START DATE 6/2014, 2-5 HRS/MTH, LESS THAN 1 HR/MTH DURING SECURITIES TRADING HOURS, CONDUCT MEETINGS AND ENROLL STUDENTS WITH COLLEGE FUNDING SOLUTIONS, INC
4.) MONTEBELLO INVESTORS, LLC, INVESTMENT RELATED, 10191 E JENAN DR, SCOTTSDALE, AZ 85260, RENTAL PROPERTY, MANAGING PARTNER, START DATE 10/2013, 2-5 HRS/MTH, 0 HRS/MTH DURING SECURITIES TRADING HOURS, MANAGEMENT AND MAINTENANCE OF RENTAL PROPERTY
5.) CCR ADVISORS, LLC, INVESTMENT RELATED, 9125 W THUNDERBIRD RD, STE 100, PEORIA, AZ 85381, RECRUIT AND MANAGE REGISTERED REPS, MEMBER/MANAGER, START DATE 6/2011, 2-10 HRS/MTH, 0 HRS/MTH DURING SECURITIES TRADING HOURS, RECRUIT, HIRE AND MANAGE REG REPS
CRS (Client Relationship Summary) - RIA
Click below to view Charles David Robinson'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: 1984
Experience
Current
March 6, 2023 - Present
KEEL POINT, LLC
RIA
CRD#: 127902
Cave Creek, AZ
Past
August 17, 2015 - January 27, 2023
SENSIBLE MONEY, LLC
RIA
CRD#: 158641
SCOTTSDALE, AZ
Past
May 11, 2011 - January 9, 2015
WFG ADVISORS, LP
RIA
CRD#: 125073
CHANDLER, AZ
Past
March 8, 2011 - January 9, 2015
WFG INVESTMENTS, INC.
BD
CRD#: 22704
CHANDLER, AZ
Past
November 20, 2008 - January 28, 2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
NEW BERLIN, WI
Past
December 3, 2003 - December 19, 2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
MILWAUKEE, WI
Past
June 20, 2001 - December 19, 2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
MILWAUKEE, WI
Past
June 20, 1997 - June 17, 1999
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
HOUSTON, TX
Past
May 20, 1980 - June 17, 1999
THE VARIABLE ANNUITY MARKETING COMPANY
BD
CRD#: 5081
HOUSTON, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KP
KEEL POINT, LLC
BLUE CREEK | KEEL POINT, LLC | KEEL POINT CAPITAL, LLC | GRANITE FINANCIAL PARTNERS | BLUE CREEK INVESTMENT PARTNERS, LLC
CRD#: 127902 / SEC#: 801-62249
RIA
Registered Investment Advisory firm - (8/1/2003 Approved)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(3/6/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 5/13/1980
Registered Representative ExaminationPrincipal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
KP
KEEL POINT, LLC
BLUE CREEK | KEEL POINT, LLC | KEEL POINT CAPITAL, LLC | GRANITE FINANCIAL PARTNERS | BLUE CREEK INVESTMENT PARTNERS, LLC
CRD#: 127902 / SEC#: 801-62249
RIA
Registered Investment Advisory firm - (8/1/2003 Approved)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
100 Church Street Suite 500, Huntsville, AL 35801
Mailing Address
Phone number
(256) 704-5111
Established
Firm type
Fiscal year end
# of Employees
76
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,626 |
| AUM (Assets Under Management) | $ 3,464,607,203 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/30/2025 | ||
| 01/26/2024 | ||
| 10/25/2022 |
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.
