Charles Mahar (CRD# 1090893) is an Investment Advisor Representative working at Tealwood Asset Management in Minneapolis, MN and has over 41 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 |
|---|---|---|---|
| Tealwood Asset Management Inc. | Minneapolis, MN | Apr 1995 - Current | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1983 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1993 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MN
- TX
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Total Assets Under Management344MILLIONS
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Total Number of Accounts775ACCOUNTS
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Average Account Value$443,297
- A percentage of assets under your management
- 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
AZ, CA, CO, FL, MI, MN, NE, NH, TX, WI
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