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Samuel Peter Verhulst

Charter Capital Management, Inc

Brookfield, WI

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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

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AMERIPRISE FINANCIAL SERVICES, LLC
ENTASIS ASSET MANAGEMENT LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

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DEANNE E PHILLIPS
MATTHEW ROSS KRENKE
Eric Gustav Strom
Thomas James Berkholtz
Heather Christine Shutta
Jeffrey Lynn Stanich
Clayton Joel Beilfuss
Logan Alexander Kepler

Other Offices

ANNEX WEALTH MANAGEMENT, LLC · BROOKFIELD, WI
RBC CAPITAL MARKETS, LLC · BROOKFIELD, WI
MARINER · BROOKFIELD, WI
M HOLDINGS SECURITIES, INC. · Brookfield, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Brookfield, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Brookfield, WI
ENTASIS ASSET MANAGEMENT LLC · Brookfield, WI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BROOKFIELD, WI

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