Charter Capital Management, Inc.
Charter Capital Management, Inc. (CRD# 35919) is a financial advisory firm headquartered in Brookfield, WI. They manage $297,620,065 in 340 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management298MILLION
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Total Number of Accounts340ACCOUNTS
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Average Account Value$875,353
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CO, FL, TX, WI
Alexandra Cali (CRD# 6656336) is an Investment Advisor Representative working at Charter Capital Management, Inc. in Brookfield, WI and has over 5 years of experience in the finance industry.
Brittany Falkner (CRD# 6501621) is an Investment Advisor Representative working at Charter Capital Management, Inc. in Brookfield, WI and has over 5 years of experience in the finance industry. Brittany Falkner 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.
Daniel Glaser (CRD# 2750930) is an Investment Advisor Representative working at Charter Capital Management, Inc. in Brookfield, WI and has over 25 years of experience in the finance industry. Daniel Glaser 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.
Joel Hassler (CRD# 2222541) is an Investment Advisor Representative working at Charter Capital Management, Inc. in Brookfield, WI and has over 21 years of experience in the finance industry.
Samuel Verhulst (CRD# 6981330) is an Investment Advisor Representative working at Charter Capital Management, Inc. in Brookfield, WI and has over 3 years of experience in the finance industry.