Charles Hartman, financial advisor Brookfield WI

Charles Hartman

CRD Number: 6340208
Current Firm: Fidelity Personal And Workplace Advisors

Charles Hartman (CRD# 6340208) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Brookfield, WI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Brookfield, WI Jul 2020 - Current 3
Tdameritrade Brookfield, WI Jan 2017 - Jul 2020 3
Northwestern Mutual Wealth Management Company Milwaukee, WI Jul 2016 - Jan 2017 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Jun 2016 - Jan 2017 < 1
Northwestern Mutual Investment Services LLC Brookfield, WI Jun 2016 - Jan 2017 < 1
Edward Jones Oconomowoc, WI Jun 2014 - Mar 2016 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Charles R. Hartman
Phone Number: 617-563-7000
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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