Charter Capital Management, Inc.

Charter Capital Management, Inc. (CRD# 35919) is a financial advisory firm headquartered in Wauwatosa, WI. They manage $158,939,981 in 264 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2525 North Mayfair Road, Suite 210, Wauwatosa, WI 53226
http://www.chartercapital.net
By the Numbers
  • Total Assets Under Management
    159
    MILLION
  • Total Number of Accounts
    264
    ACCOUNTS
  • Average Account Value
    $602,045
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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.

FL, WI

Financial Advisors at Charter Capital Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Daniel Glaser, financial advisor Wauwatosa WI
Daniel R. Glaser
CRD#: 2750930
2525 North Mayfair Road, Suite 210, Wauwatosa, WI 53226
96
Wealthminder
score

Daniel Glaser (CRD# 2750930) is an Investment Advisor Representative working at Charter Capital Management, Inc. in Wauwatosa, WI and has over 21 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.

2
Joel Hassler, financial advisor Wauwatosa WI
Joel T. Hassler
CRD#: 2222541
2525 North Mayfair Road, Suite 210, Wauwatosa, WI 53226
96
Wealthminder
score

Joel Hassler (CRD# 2222541) is an Investment Advisor Representative working at Charter Capital Management, Inc. in Wauwatosa, WI and has over 17 years of experience in the finance industry.

3
Christopher Beidel, financial advisor Wauwatosa WI
Christopher T. Beidel
CRD#: 6534347
2525 North Mayfair Road, Suite 210, Wauwatosa, WI 53226
89
Wealthminder
score

Christopher Beidel (CRD# 6534347) is an Investment Advisor Representative working at Charter Capital Management, Inc. in Wauwatosa, WI and has over 2 years of experience in the finance industry.

4
Alexandra Cali, financial advisor Wauwatosa WI
Alexandra M. Cali
CRD#: 6656336
2525 North Mayfair Road, Suite 210, Wauwatosa, WI 53226
88
Wealthminder
score

Alexandra Cali (CRD# 6656336) is an Investment Advisor Representative working at Charter Capital Management, Inc. in Wauwatosa, WI and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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