Charles Block (CRD# 5174211) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Woodbury, MN and has over 17 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Woodbury, MN | Mar 2021 - Current | 3 |
| Great Valley Advisor Group | Wilmington, DE | Mar 2021 - Current | 3 |
| Two Rivers Wealth Management | Woodbury, MN | Mar 2021 - Current | 3 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jan 2016 - Mar 2021 | 5 |
| Northwestern Mutual Investment Services LLC | Woodbury, MN | Aug 2006 - Mar 2021 | 14 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jun 2006 - Mar 2021 | 14 |
| Northwestern Mutual Investment Services, LLC | Lake Elmo, MN | May 2013 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2006 |
- MN
- WI
-
Total Assets Under Management7,343MILLIONS
-
Total Number of Accounts24,276ACCOUNTS
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Average Account Value$302,488
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Other
AK, 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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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