Charles Black (CRD# 5190383) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Wheaton, IL and has over 5 years of experience in the finance industry.
CRD# 4973788
Polen Capital Management, LLC
CRD# 2518026
Calamos Advisors LLC
CRD# 6594652
Hightower Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Thrivent Financial | Appleton, WI | Sep 2019 - Current | 5 |
Thrivent Investment Management Inc. | Wheaton, IL | May 2019 - Current | 5 |
Thrivent Financial | Appleton, WI | Jun 2019 - Sep 2019 | < 1 |
Unemployed | Winfield, IL | Mar 2019 - May 2019 | < 1 |
Watermark Properties | Wheaton, IL | Mar 2017 - Mar 2019 | 2 |
Self-employed | Wheaton, IL | Jul 2014 - Mar 2017 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2019 |
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- IL
- TX
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Total Assets Under Management14,814MILLIONS
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Total Number of Accounts42,439ACCOUNTS
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Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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