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Samuel Peter Verhulst

Charter Capital Management, Inc

Brookfield, WI

CRD 6981330

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Employer firm

Charter Capital Management, Inc CRD 35919

$462M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Charter Capital Management, Inc

13805 W Burleigh Road Suite 100, Brookfield, WI 53005 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2018-08-31
  • WI RA
    APPROVED
    Since 2018-08-31

Branch Locations

13805 W Burleigh Road Suite 100, Brookfield, WI 53005 • 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
OrganizationCityStateFromTo
Charter Capital Management, Inc. Wauwatosa WI 01/2018 Present
Vogel Consulting Brookfield WI 08/2014 12/2017
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-31
  • S65 Uniform Investment Adviser Law Examination
    2018-08-31
Other Names
  • Samuel Verhulst

View on SEC IAPD

Nearby Firms

ANNEX WEALTH MANAGEMENT, LLC
RBC CAPITAL MARKETS, LLC
MARINER

Nearby Investors

DEANNE E PHILLIPS
MATTHEW ROSS KRENKE
Eric Gustav Strom

Nearby Offices

ANNEX WEALTH MANAGEMENT, LLC · BROOKFIELD, WI
RBC CAPITAL MARKETS, LLC · BROOKFIELD, WI
MARINER · BROOKFIELD, WI

More in Brookfield, WI

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