Charles Maher (CRD# 1436424) is an Investment Advisor Representative working at Visions, Inc. in Monument, CO and has over 28 years of experience in the finance industry. Charles Maher 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.
CRD# 1036566
Buswell Associates, Inc.
CRD# 6403098
Rfg Advisory, LLC
CRD# 2202065
Adelmann Financial, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 15271 W. Pantano Drive, Surprise, Az | Monument, CO | Aug 2021 - Current | 2 |
| 750 Tabor | Monument, CO | Jan 2020 - Current | 4 |
| Visions, Inc. | Monumnet, CO | Mar 2018 - Current | 6 |
| Cabot Lodge Securities LLC | Monument, CO | May 2017 - Current | 6 |
| Colorado Financial Network Inc. | Monument, CO | Aug 1994 - Current | 29 |
| Mmm Iii | Lakewood, CO | Aug 2005 - Oct 2021 | 16 |
| Mountain Crest Partnership | Monument, CO | Feb 1986 - Dec 2019 | 33 |
| Wilbanks Securities Advisory | Monument, CO | Nov 2006 - Mar 2018 | 11 |
| Wilbanks Securities, Inc. | Oklahoma City, OK | Nov 2006 - Jun 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1995 |
- CO
-
Total Assets Under Management33MILLIONS
-
Total Number of Accounts148ACCOUNTS
-
Average Account Value$220,270
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CO
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.