Charles Veeneman (CRD# 5337065) is an Investment Advisor Representative working at Best Investment Options, LLC in Louisville, KY and has over 10 years of experience in the finance industry.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Best Investment Options, LLC | Louisville, KY | Dec 2019 - Current | 4 |
| Office Administrators, Inc. | Lousiville, KY | Feb 1991 - Current | 33 |
| Charles J. Veeneman, Cpa, Psc | Louisville, KY | Jan 1991 - Current | 33 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Nov 2007 - Dec 2019 | 12 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Nov 2007 - Dec 2019 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2014 |
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-
Total Assets Under Management1MILLIONS
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Total Number of Accounts13ACCOUNTS
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Average Account Value$64,765
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
KY
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