Charles Housner, financial advisor Madison WI
84 score

Charles Housner

CRD Number: 1855104
Current Firm: Securian Financial Services, Inc.

Charles Housner (CRD# 1855104) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Madison, WI and has over 28 years of experience in the finance industry. Charles Housner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
North Star Consultants, Inc. Madison, WI Jul 1988 - Current 28
Securian Financial Services, Inc. St Paul, MN Jul 1988 - Current 28
C.r.i. Securities, Inc. St Paul, MN Jul 1988 - Current 28
Minnesota Life Insurance Company St Paul, MN Jun 1988 - Current 28
Houdeman Properties, LLC Stoughton, WI Jan 2005 - Mar 2011 6
Who Properties LLC Madison, WI Feb 2003 - Mar 2011 8
Tmoch Properties LLC Madison, WI Oct 2001 - Mar 2011 9
Marathon Advisors Inc. Minneapolis, MN Jul 1988 - Dec 2007 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1988
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Charles J. Housner
Phone Number: 651-665-5609
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    6,627
    MILLIONS
  • Total Number of Accounts
    29,442
    ACCOUNTS
  • Average Account Value
    $225,095
Compensation Options
  • A percentage of assets under your management
  • 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
  • Pension consulting services
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
84

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