Charter Advisory Corporation

Charter Advisory Corporation (CRD# 113390) is a financial advisory firm headquartered in Indianapolis, IN. They manage $61,514,000 in 261 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    261
    ACCOUNTS
  • Average Account Value
    $235,686
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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN, LA, MO, OH

Financial Advisors at Charter Advisory Corporation
Showing 1 - 10 of 19 top financial advisors.
1
Thomas A. Butler
CRD#: 1033101
904 North State Street, Greenfield, IN 46140
96
Wealthminder
score

Thomas Butler (CRD# 1033101) is an Investment Advisor Representative working at Charter Advisory Corporation in Greenfield, IN and has over 34 years of experience in the finance industry. Thomas Butler 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.

2
James H. Robinson
CRD#: 1051230
250 E. 96th Street, Suite 200, Indianapolis, IN 46240
96
Wealthminder
score

James Robinson (CRD# 1051230) is an Investment Advisor Representative working at Charter Advisory Corporation in Indianapolis, IN and has over 33 years of experience in the finance industry. James Robinson 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.

3
David P. Damaska
CRD#: 2609460
9737 Loveland-maderia Road, Loveland, OH 45140
93
Wealthminder
score

David Damaska (CRD# 2609460) is an Investment Advisor Representative working at Charter Advisory Corporation in Loveland, OH and has over 21 years of experience in the finance industry.

4
Lowell E. Dever
CRD#: 66548
104 Rivers Edge Court, Slidell, LA 70461
93
Wealthminder
score

Lowell Dever (CRD# 66548) is an Investment Advisor Representative working at Charter Advisory Corporation in Slidell, LA and has over 26 years of experience in the finance industry.

5
Karen P. Grindlay
CRD#: 3013041
250 E. 96th Street, Suite 200, Indianapolis, IN 46240
93
Wealthminder
score

Karen Grindlay (CRD# 3013041) is an Investment Advisor Representative working at Charter Advisory Corporation in Indianapolis, IN and has over 18 years of experience in the finance industry.

6
Randall E. Harrison
CRD#: 5434946
12001 E. Washington St, Suite B, Indianapolis, IN 46229
93
Wealthminder
score

Randall Harrison (CRD# 5434946) is an Investment Advisor Representative working at Charter Advisory Corporation in Indianapolis, IN and has over 8 years of experience in the finance industry.

7
Dennis E. Kenley
CRD#: 4130118
9755 Randall Drive, #100, Indianapolis, IN 46280
93
Wealthminder
score

Dennis Kenley (CRD# 4130118) is an Investment Advisor Representative working at Charter Advisory Corporation in Indianapolis, IN and has over 16 years of experience in the finance industry.

8
Edward F. Musleh
CRD#: 2555293
250 E. 96th Street, Suite 200, Indianapolis, IN 46240
93
Wealthminder
score

Edward Musleh (CRD# 2555293) is an Investment Advisor Representative working at Charter Advisory Corporation in Indianapolis, IN and has over 22 years of experience in the finance industry.

9
Charles P. Pilecki
CRD#: 2095941
250 E. 96th Street, Suite 200, Indianapolis, IN 46240
93
Wealthminder
score

Charles Pilecki (CRD# 2095941) is an Investment Advisor Representative working at Charter Advisory Corporation in Indianapolis, IN and has over 26 years of experience in the finance industry.

10
Kevin M. Powers
CRD#: 4561891
3814 West Street, Suite 303, Mariemont, OH 45227
93
Wealthminder
score

Kevin Powers (CRD# 4561891) is an Investment Advisor Representative working at Charter Advisory Corporation in Mariemont, OH and has over 14 years of experience in the finance industry.

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