Charles Drayer, financial advisor Hudson WI

Charles Drayer

CRD Number: 7499393
Current Firm: Near North Financial

Charles Drayer (CRD# 7499393) is an Investment Advisor Representative working at Near North Financial in Hudson, WI and has 1 year of experience in the finance industry.

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Mairs & Power
Company Name Location Dates Years
Guillaume And Freckman Palatine, IL Sep 2023 - Current < 1
Near North Financial LLC Hudson, WI Jun 2023 - Current < 1
Moveable Feasts Wheaton, IL Apr 2022 - Aug 2023 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Feb 2023 - Apr 2023 < 1
Northwestern Mutual Investment Services LLC Downers Grove, IL Feb 2023 - Apr 2023 < 1
Moveable Feasts Wheaton, IL Oct 2019 - Dec 2022 3
Wheaton College Wheaton, IL Aug 2019 - Dec 2022 3
Strategic Private Advisory Group Chicago, IL Jun 2022 - Aug 2022 < 1
Guillaume And Freckman Palatine, IL Jan 2022 - May 2022 < 1
Munchie Ps Geneva, IL May 2019 - Aug 2019 < 1
Niche Geneva, IL May 2017 - Aug 2019 2
Unemployed Geneva, IL Jan 2010 - May 2017 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2023
Contact Info for Charles Drayer
Phone Number: 6304146436
Registered State(s):
  • IL
  • WI
Current Firm Details
Near North Financial
Firm's CRD Number: 328123
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States

IL, WI

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