Charles Hartman, financial advisor Brookfield WI
88 score

Charles Hartman

CRD Number: 6340208
Current Firm: Northwestern Mutual Investment Services,llc

Charles Hartman (CRD# 6340208) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Brookfield, WI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jul 2016 - Current < 1
Northwestern Mutual Investment Services LLC Brookfield, WI Jun 2016 - Current < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Jun 2016 - Current < 1
Edward Jones St Louis, MO Jun 2014 - Current 2
Unemployed Oconomowoc, WI Mar 2016 - Jun 2016 < 1
Edward Jones Oconomowoc, WI Jun 2014 - Mar 2016 1
Unemployed Oconomowoc, WI Apr 2014 - Jun 2014 < 1
Unemployed Oconomowoc, WI Apr 2014 - May 2014 < 1
Netech Corporation Waukesha, WI Jun 2013 - Mar 2014 < 1
Netech Waukesha, WI Jun 2013 - Mar 2014 < 1
At&t Mobility Waukesha, WI Sep 2010 - Jun 2013 2
Att Waukesha, WI Jun 2006 - May 2013 6
At&t Mobility Waukesha, WI Aug 2007 - Sep 2010 3
Cingular Wireless Milwaukee, WI Jul 2006 - Aug 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Charles Hartman
Phone Number: 866-664-7737
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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