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Charles Robert Kranzusch

CRD# 842789·Registered 1977 - 2016
Previously Registered: Being a previously registered professional could mean that Charles is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Charles Robert Kranzusch, who also goes by Charles R Kranzusch, was a registered financial advisor. Charles was a previously registered financial professional and started their career in finance 1977 - 2016. Charles had worked at 9 firms and has passed the Series 63, SIE, Series 7, Series 1 and Series 24 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Charles R Kranzusch

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

49 years in the financial services industry

Current & Past Employments

FORTUNE FINANCIAL SERVICES, INC.·CRD# 42150
BD
Appleton, WI
August 15, 2016 - December 31, 2016
STONEX SECURITIES INC.·CRD# 18456
BD
Appleton, WI
September 12, 2014 - August 25, 2016
CONCEPTUAL FINANCIAL ADVISORS, LLC·CRD# 167513
RIA
Appleton, WI
May 23, 2013 - November 18, 2019
WRP INVESTMENTS, INC.·CRD# 7365
BD
Appleton, WI
March 8, 2007 - September 12, 2014
CONCEPTUAL INVESTMENT ADVISORS, INC.·CRD# 109724
RIA
Appleton, WI
November 10, 1994 - December 31, 2015
SECURITIES AMERICA, INC.·CRD# 10205
BD
Appleton, WI
April 4, 1991 - February 28, 2007
ALL AMERICAN MANAGEMENT CORPORATION·CRD# 21
BD
Des Plaines, IL
February 3, 1981 - April 5, 1991
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY·CRD# 5181
BD
September 14, 1977 - March 17, 1981
SIGNATOR INVESTORS, INC.·CRD# 468
BD
September 14, 1977 - March 17, 1981

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Current Firm

FF
FORTUNE FINANCIAL SERVICES, INC.

FORTUNE FINANCIAL SERVICES, INC.

CRD#: 42150 / SEC#: 8-49727
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

Contact Information

Main Address

3582 Brodhead Road Suite 202, Monaca, PA 15061

Mailing Address

P.o. Box 238, Monaca, PA 15061

Phone Number

(724) 846-2488

Established

Pennsylvania since 10/21/1996

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Medium

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
BURKE, KELLY GENECHAIRMAN2768537
BENTLEY, GREGORY JOHNPRESIDENT, CHIEF EXECUTIVE OFFICER705379
PINTARIC, WILLIAM RICHARD JRCHIEF COMPLIANCE OFFICER—
WHITENACK, MITCH LEECHIEF OPERATIONS OFFICER, FINOP, PFO, POO4794021

Disclosures

Regulatory Event

4

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 1993About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Dec 2016About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 1984About the Series 7 exam

Series 1 — Registered Representative Examination

Passed Sep 1977

Series 24 — General Securities Principal Examination

Passed Dec 1991About the Series 24 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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