Charlotte Lippert, financial advisor Carmel IN
96 score

Charlotte Lippert

CRD Number: 4553048
Current Firm: Charlotte Lippert Wealth Management

Charlotte Lippert (CRD# 4553048) is an Investment Advisor Representative working at Charlotte Lippert Wealth Management in Carmel, IN and has over 14 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Winthrop Capital Management Indianapolis, IN Apr 2014 - Current 2
Charlotte Lippert Wealth Management Carmel, IN Jan 2012 - Current 4
Bedel Financial Consulting, Inc. Indianapolis, IN Jan 2008 - Dec 2011 3
Old National Trust Company Muncie, IN Sep 2000 - Jan 2008 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2002
Contact Info for Charlotte Lippert
Phone Number: 317-519-7421
Registered State(s):
  • IN
Current Firm Details
Charlotte Lippert Wealth Management
Firm's CRD Number: 160710
By the Numbers
  • Total Assets Under Management
    38
    MILLIONS
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $2,372,190
Compensation Options
  • Hourly charges
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

IN

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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