Charles David Robinson

Current Employers

Employment History

• 02/2023 → Present
  Keel Point, Llc
  Cave Creek, AZ
• 05/2015 → 01/2023
  Sensible Money, Llc
  Scottsdale, AZ

Previous Registrations

• 2015-08-17 → 2023-01-27
  Sensible Money, Llc
  Scottsdale, AZ
• 2011-05-11 → 2015-01-09
  Wfg Advisors, Lp
  Chandler, AZ
  Dallas, TX
• 2003-12-03 → 2007-12-19
  Northwestern Mutual Investment Services, Llc
  Milwaukee, WI
  Milwaukee, WI

Other Businesses

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

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-11-20

Designations