Charles ChinnockCRD Number: 4611966
Current Firm: Midwest Professional Planners, Ltd.
Charles Chinnock (CRD# 4611966) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has over 13 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Associated Retirement Planners, Inc.
|Midwest Professional Planners, Ltd.||Wausau, WI||Jul 2005 - Current||11|
|Midwest Professional Planners, Ltd||Wausau, WI||Jun 2004 - Current||12|
|Axa Advisors, LLC||Wausau, WI||Jan 2005 - Jun 2011||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2003|
Total Assets Under Management185MILLIONS
Total Number of Accounts1,663ACCOUNTS
Average Account Value$111,188
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
FL, IA, IL, MN, TX, WI