Investment adviser representative · Star Financial Services
Charles E. Tobler
CRD 4157040 · Denver, CO
At a glance
Charles E. Tobler is an investment adviser representative with Star Financial Services in Denver, CO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Charles’s SEC record dates to 2003, about 22 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Star Financial ServicesSince November 2003Denver, CO · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2003 (22 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Charles’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.