Charter Capital Management, Inc.

Charter Capital Management, Inc. (CRD# 35919) is a financial advisory firm headquartered in Brookfield, WI. They manage $218,504,702 in 301 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    219
    MILLION
  • Total Number of Accounts
    301
    ACCOUNTS
  • Average Account Value
    $725,929
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, TX, WI

Financial Advisors at Charter Capital Management, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Christopher T. Beidel
CRD#: 6534347
13805 W Burleigh Road, Suite 100, Brookfield, WI 53005

Christopher Beidel (CRD# 6534347) 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
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 4 years of experience in the finance industry.

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 24 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 20 years of experience in the finance industry.

5
Brittany L. Komorowski
CRD#: 6501621
13805 W Burleigh Road, Suite 100, Brookfield, WI 53005

Brittany Komorowski (CRD# 6501621) is an Investment Advisor Representative working at Charter Capital Management, Inc. in Brookfield, WI and has over 4 years of experience in the finance industry. Brittany Komorowski 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.

6
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 2 years of experience in the finance industry.

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