Charles Robert Wick

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2001 → Present
  Edward Jones
  St. Louis, MO

Other Businesses

Vacation Rental Type of business: Vacation Rental Destin, FL Start date: 5/1/2012 Owner Hours per week: 0 Hours during trading: 0 Speak to my partner or the rental company about decisions that need to be made regarding the property. *** Rental Property N Richland Hills, TX Start date: 9/1/1984 Owner Hours per week: 0 Hours during trading: 0 I do not have any responsibilities and do not work any hours in this business. My husband manages the rental properties. CRGW Enterprises LLC Type of business: Comm. Real Estate Leasing Gypsum, CO Start date: 4/1/2015 Owner Hours per week: 0 Hours during trading: 0 Desc: CRGW Enterprises Alpine Place LLC is set up to hold and lease commercial office space

Exams

• S66 Uniform Combined State Law Examination
  2007-05-09
• S63 Uniform Securities Agent State Law Examination
  2001-11-08

Other Names

• Charlie Wick
• Charles Robert Wick