Charles Anthony Truhlar

Employer firm

Acrylic Financial, Inc. CRD 288263

$73.5M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → Present
  Brokers Alliance
  Fountain Hills, AZ
• 03/2017 → 12/2018
  Interactive Financial Advisors
  Chicago, IL
• 01/2000 → Present
  Charles Truhlar
  Fountain Hills, AZ
• 02/2017 → 12/2018
  Gebhardt Group, Inc.
  San Francisco, CA
• 05/2017 → Present
  Acrylic Financial, Inc.
  Fountain Hills, AZ
• 11/2019 → Present
  Brooklight Place Securities, Inc.
  Fountain Hills, AZ

Previous Registrations

• 2017-03-09 → 2018-12-10
  Interactive Financial Advisors
  Fountain Hills, AZ
  New Lenox, IL
• 2017-03-06 → 2018-12-03
  Gebhardt Group, Inc
  Fountain Hills, AZ
• 2008-03-11 → 2010-04-26
  New England Securities
  Mattoon, IL
  St. Louis, MO
  Matoon, IL
  St. Louis, MO
• 2005-04-25 → 2006-10-13
  Country Trust Bank
  Mattoon, IL

Other Businesses

1) NAME OF BUSINESS: BROKERS ALLIANCE, INC.; NATURE OF BUSINESS: INSURANCE MARKETING; LOCATION: 16930 E PALISADES BLVD., FOUNTAIN HILLS, AZ 85268; TITLE: CHIEF DISTRIBUTION OFFICER; START DATE: 08/2014; APPROXIMATE NUMBER OF HOURS PER MONTH: 200; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 8. RESPONSIBLE FOR OVERSEEING THE DISTRIBUTION OF INSURANCE PRODUCTS TO INDEPENDENT INSURANCE AGENTS. 2) NAME OF BUSINESS: ACRYLIC FINANCIAL, INC.; NATURE OF BUSINESS: REGISTERED INVESTMENT ADVSIOR; LOCATION: 16930 E PALISADES BLVD., FOUNTAIN HILLS, AZ 85268; TITLE: CHIEF COMPLIANCE OFFICER; START DATE: 05/2017; APPROXIMATE NUMBER OF HOURS PER MONTH: 40; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 2. 3) NATURE OF BUSINESS: LIFE INSURANCE SERVICING AND SALES; INSURANCE SALES; LOCATION: 16930 E PALISADES BLVD., FOUNTAIN HILLS, AZ 85268; TITLE: LICENSED INSURANCE AGENT; START DATE: 01/2000; APPROXIMATE NUMBER OF HOURS PER MONTH: 40; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 2. SERVICING AND SALES OF LIFE INSURANCE AND ANNUITY PRODUCTS. 4) NAME OF BUSINESS: BROOKLIGHT PLACE SECURITIES, INC.; NATURE OF BUSINESS: BROKER DEALER; LOCATION: 16930 E PALISADES BLVD. SUITE 100-D, FOUNTAIN HILLS, AZ 85268; TITLE: PRESIDENT AND OWNER; START DATE: 11/2019; APPROXIMATE NUMBER OF HOURS PER MONTH: 20; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 10. RESPONSIBLE FOR OVERSEEING ALL ASPECTS OF COMPANY OPERATIONS AND OVERSIGHT.

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-01-18

Designations

• Certified Financial Planner
• Chartered Financial Consultant