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).

By the Numbers
  • Total Assets Under Management
    298
    MILLION
  • Total Number of Accounts
    340
    ACCOUNTS
  • Average Account Value
    $875,353
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.

CO, FL, TX, WI

Financial Advisors at Charter Capital Management, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Alexandra M. Cali
CRD#: 6656336
13805 W Burleigh Road, Suite 100, Brookfield, WI 53005

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.

2
Brittany L. Falkner
CRD#: 6501621
13805 W Burleigh Road, Suite 100, Brookfield, WI 53005

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.

3
Daniel R. Glaser
CRD#: 2750930
13805 W Burleigh Road, Suite 100, Brookfield, WI 53005

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.

4
Joel T. Hassler
CRD#: 2222541
13805 W Burleigh Road, Suite 100, Brookfield, WI 53005

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.

5
Samuel P. Verhulst
CRD#: 6981330
13805 W Burleigh Road, Suite 100, Brookfield, WI 53005

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.

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