Charles Paquelet (CRD# 1976452) is an Investment Advisor Representative working at Skylands Capital, LLC in Milwaukee, WI and has over 34 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Skylands Capital LLC | Milwaukee, WI | Apr 2004 - Current | 20 |
| #ia Strong Capital Management, Inc. | Menomonee Falls, WI | May 1989 - Current | 34 |
| Strong Investments, Inc. | Menomonee Falls, WI | May 1989 - Current | 34 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1989 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1994 |
- WI
-
Total Assets Under Management729MILLIONS
-
Total Number of Accounts15ACCOUNTS
-
Average Account Value$48,577,774
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
WI
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