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Charles Ricky Skinner

An Exceptional Life Financial, LLC

Indianapolis, IN

CRD 2933971

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Employer firm

An Exceptional Life Financial, LLC CRD 288742

$259M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Educational seminars
  • TAX PREPARATION

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

Current Employers
An Exceptional Life Financial, Llc

5455 W 86Th St Suite 205, Indianapolis, IN 46268 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-02
IN RA APPROVED 2021-11-14
TX RA APPROVED 2021-11-14
  • FL RA
    APPROVED
    Since 2025-01-02
  • IN RA
    APPROVED
    Since 2021-11-14
  • TX RA
    APPROVED
    Since 2021-11-14

Branch Locations

5455 W 86Th St Suite 205, Indianapolis, IN 46268 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Watermark Wealth Management, Llc Indianapolis IN 07/2013 Present
An Exceptional Life Financial, Llc Indianapolis IN 11/2021 Present
Previous Registrations
  • 2013-12-02 → 2021-12-31
    Watermark Wealth Management, Llc
    Indianapolis, IN
  • 2011-04-08 → 2013-10-08
    Summit Cpa Group
    Fort Wayne, IN
  • 2003-10-16 → 2011-04-20
    Skinner Financial Services
    Noblesville, IN
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-10-30
  • S63 Uniform Securities Agent State Law Examination
    1997-10-30
Designations
  • Certified Financial Planner
Other Names
  • Rick Skinner
  • Charles R Skinner
  • Charles Ricky Skinner
  • C. Rick Skinner

View on SEC IAPD

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Nearby Offices

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SANCTUARY ADVISORS, LLC · Indianapolis, IN
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