Charleen Nicole Maune

Employer firm

Foguth Wealth Management, LLC. CRD 327434

$1.07B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 11/2020 → 11/2021
  Hantz Financial Services
  Southfield, MI
• 07/2012 → 10/2020
  Advance America
  St. Louis, MO
• 02/2021 → 03/2022
  Hantz Financial Services, Inc.
  Southfield, MI
• 06/2022 → Present
  Strategic Investment Advisors, Llc
  Livonia, MI
• 03/2022 → 06/2022
  White Glove
  Birmingham, MI
• 11/2021 → 03/2022
  Hantz Financial Services, Inc.
  Southfield, MI

Previous Registrations

• 2022-07-06 → 2023-12-01
  C2 Private Wealth
  Novi, MI
• 2021-11-23 → 2022-03-21
  Hantz Financial Services, Inc.
  Southfield, MI

Exams

• S66 Uniform Combined State Law Examination
  2021-11-23

Other Names

• Charleen Nicole Maune
• Charleen Nicole Bernhardt
• Charleen Nicole Land