Charter Capital Management, Inc.

Charter Capital Management, Inc. (CRD# 35919) is a financial advisory firm headquartered in Wauwatosa, WI. They manage $142,638,989 in 255 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    143
    MILLION
  • Total Number of Accounts
    255
    ACCOUNTS
  • Average Account Value
    $559,369
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 - 3 of 3 top financial advisors.
1
Daniel R. Glaser
CRD#: 2750930
2525 N. 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 20 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 T. Hassler
CRD#: 2222541
2525 N. 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 16 years of experience in the finance industry.

3
Christopher T. Beidel
CRD#: 6534347
2525 North Mayfair Road, Suite 210, Wauwatosa, WI 53226
87
Wealthminder
score

Christopher Beidel (CRD# 6534347) is an Investment Advisor Representative working at Charter Capital Management, Inc. in Wauwatosa, WI and has 1 year of experience in the finance industry.

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