Charles Stahler, financial advisor Saginaw MI
96 score

Charles Stahler

CRD Number: 1022179
Current Firm: Brookstone Capital Management LLC

Charles Stahler (CRD# 1022179) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Saginaw, MI and has over 34 years of experience in the finance industry. Charles Stahler 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.

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Professional Designations
Company Name Location Dates Years
Workman Securities Corporation Eden Prairie, MN Apr 2007 - Current 9
Quest Capital Strategies, Inc. Laguna Hills, CA Jan 2004 - Apr 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1981
Contact Info for Charles A. Stahler
Phone Number: 630-653-1400
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    1,436
    MILLIONS
  • Total Number of Accounts
    29,700
    ACCOUNTS
  • Average Account Value
    $48,361
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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