Charles Francis Kreitler
Investment adviser representative at Kreitler Financial LLC
21 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$584.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Kreitler Financial LLCJul 2020 to now
- Raymond James Financial Services Advisors, IncJan 2009 to Jul 2020
- Raymond James Financial Services, Inc.Feb 2005 to Jul 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 3 states (CT, TX, VT).
Kreitler Financial LLC
$584.9MAssets managed
173Clients
4Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4923222
- Firm CRD
- 309056