Charles Prather, financial advisor Westminster CO
96 score

Charles Prather

CRD Number: 1238110
Current Firm: Wealthplan Partners

Charles Prather (CRD# 1238110) is an Investment Advisor Representative working at Wealthplan Partners in Westminster, CO and has over 22 years of experience in the finance industry. Charles Prather 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
Wealthplan Partners Omaha, NE Dec 2014 - Current 2
Lpl Financial, LLC Westminster, CO Dec 2014 - Current 2
Ubs Financial Services Inc. Denver, CO Jul 2013 - Dec 2014 1
Ubs Financial Services Inc. Denver, CO Aug 2011 - Jul 2013 1
Cuso Financial Services, L. P San Diego, CA Feb 2001 - Aug 2011 10
Bellco First Financial Services, Inc. Westminster, CO Feb 2001 - Aug 2011 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1994
S66 NASAA Uniform Combined State Law Examination Oct 2001
Contact Info for Charles E. Prather
Phone Number: 402-333-5454
Firm Website: http://feltzwp.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    1,657
    MILLIONS
  • Total Number of Accounts
    12,200
    ACCOUNTS
  • Average Account Value
    $135,789
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI

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

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