Charles Burmaster (CRD# 6942978) is an Investment Advisor Representative working at Cs Planning Corp in Portland, OR and has over 4 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cs Planning Corp. | New Hartford, NY | Sep 2022 - Current | 1 |
| Mutual Securities, Inc. | New Hartford, NY | Sep 2022 - Current | 1 |
| Cadaret, Grant & Company, Inc. | New Hartford, NY | Jun 2019 - Sep 2022 | 3 |
| East Coast Hockey League | Tulsa, OK | Nov 2020 - Jun 2021 | < 1 |
| Master Planners & Associates | New Hartford, NY | Apr 2018 - May 2020 | 2 |
| Southern Professional Hockey Team | Huntsville, AL | Nov 2019 - Mar 2020 | < 1 |
| Southern Professional Hockey League | Quad City, IL | Nov 2019 - Mar 2020 | < 1 |
| East Coast Hockey League | Fort Wayne, IN | Mar 2019 - Oct 2019 | < 1 |
| East Coast Hockey League | Norfolk, VA | Mar 2019 - Oct 2019 | < 1 |
| Colorado College | Colorado Springs, CO | Jan 2017 - Apr 2018 | 1 |
| Owera Vineyard | Cazenovia, NY | Jun 2017 - Jul 2017 | < 1 |
| Colorado College | Colorado Springs, CO | Jan 2016 - Jun 2017 | 1 |
| Boriello Brothers Pizza | Colorado Springs, CO | Mar 2017 - May 2017 | < 1 |
| Unemployed (playing Hockey) | Middleton, MA | Jan 2015 - Feb 2017 | 2 |
| Unemployed (playing Hockey) | Cherry Hill, NJ | Jan 2014 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2020 |
- NY
- TX
-
Total Assets Under Management958MILLIONS
-
Total Number of Accounts4,650ACCOUNTS
-
Average Account Value$205,991
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AZ, CA, CO, DC, DE, FL, GA, HI, ID, IL, LA, MA, MD, MI, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA, WI, WY
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.