Charles William Riedesel

Current Employers

Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-10-09
MN	RA	APPROVED	2022-03-28
WI	RA	APPROVED	2006-04-20

FL RA
APPROVED

Since 2025-10-09
MN RA
APPROVED

Since 2022-03-28
WI RA
APPROVED

Since 2006-04-20

Branch Locations

Bonita Springs, FL • United States

113 South Main Street, Ste 101, Lodi, WI 53555 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Commonwealth Financial Network	Waltham	MA	04/2006	Present
Milestone Investment Management, Llc	Lodi	WI	04/2006	Present
United Investment Services	Cambridge	WI	02/2007	Present

04/2006 → Present

Commonwealth Financial Network

Waltham, MA
04/2006 → Present

Milestone Investment Management, Llc

Lodi, WI
02/2007 → Present

United Investment Services

Cambridge, WI

Other Businesses

1) Fixed Insurance Sales, as of 04/02/2012; less than 5% time spent during business hours; conducted at branch location; investment related. 2) Owner of Milestone Investment Properties, LLC, real estate holding company, as of 11/01/2012, 2% of time spent during business hours, Not investment related. Not conducted at branch location. 3) Co-Owner, Milestone Investment Management, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of April, 2006; 95% of time spent during business hours; Conducted at branch; Investment related.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-03-25
S63	Uniform Securities Agent State Law Examination	2001-05-23

S65 Uniform Investment Adviser Law Examination

2022-03-25
S63 Uniform Securities Agent State Law Examination

2001-05-23