Charles Bolognino (CRD# 6356386) is an Investment Advisor Representative working at Side-by-side Financial Planning, LLC in Plymouth, MN and has 1 year of experience in the finance industry. Charles Bolognino has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Side-by-side Financial Planning, LLC | Plymouth, MN | Jun 2014 - Current | 9 |
| Side-by-side Financial Planning, LLC | Plymouth, MN | Nov 2008 - Current | 15 |
| General Mills, Inc. | Golden Valley, MN | Jun 2001 - Jul 2015 | 14 |
- MI
- MN
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Educational seminars/workshops
MI, MN, TX
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