Charles Hutchinson, financial advisor Oakdale MN

Charles Hutchinson

CRD Number: 7447658
Current Firm: Fidelity Personal And Workplace Advisors

Charles Hutchinson (CRD# 7447658) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Oakdale, MN and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Oakdale, MN Sep 2021 - Current 2
Wells Fargo Minneapolis, MN Jun 2021 - Sep 2021 < 1
Maple Grove Community Center Maple Grove, MN Oct 2014 - Jun 2021 6
Craig-hallum Capital Group Minneapolis, MN Jan 2020 - Feb 2020 < 1
Full Time Student Maple Grove, MN Aug 2004 - Oct 2014 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2022
Contact Info for Charles R. Hutchinson
Phone Number: 617-563-7000
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    818,776
    MILLIONS
  • Total Number of Accounts
    1,991,043
    ACCOUNTS
  • Average Account Value
    $411,230
Compensation Options
  • A percentage of assets under your management
  • 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
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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