Charles Michael Haddad

Employer firm

Berthel, Fisher & Company Financial Services, Inc. CRD 13609

$906M regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 04/2009 → Present
  Berthel Fisher & Company Financial Services Inc
  Bloomfield Hills, MI

Previous Registrations

• 2008-09-08 → 2008-10-28
  Ferris, Baker Watts, Llc
  Auburn Hills, MI

Other Businesses

1.FIRST OF BIRMINGHAM LLC-Y-BLOOMFIELD HILLS, MI-SECURITIES-REGISTERED REPRESENTATIVE-10/2008-200-150-SALES; 2.FIRST OF BIRMINGHAM LLC-N-BLOOMFIELD HILLS, MI-FIXED INSURANCE-INSURANCE AGENT-10/2008-10-10-SALES; 3.KNIGHTS OF COLUMBUS-N-WARREN, MI-NON-PROFIT ORGANIZATION-MEMBER-3/2010-2-0-ATTEND MEETINGS, TAKE PART IN FUND RAISING EVENTS; 4.RARE COINS OF NEW HAMPSHIRE-Y-BLOOMFIELD HILLS, MI-SELLS RARE COINS-INDEPENDENT CONTRACTOR-7/2011-1-1-MARKETING AND SELLING OF RARE COINS; 5. ESURE-Y-BLOOMFIELD HILLS, MI-FIXED INSURANCE-INSURANCE AGENT-11/2014-10-10-MARKETING & SALES OF FIXED ANNUITIES, FIXED INDEX ANNUITIES, IMMEDIATE ANNUITIES, & DEFERRED ANNUITIES; 6. PREFERQUOTES.COM-N-BLOOMFIELD HILLS, MI-MARKETING HEALTH INSURANCE-OWNER-11/2016-10-0-ONLINE MARKETING OF INSURANCE PRODUCTS. 7. Mason's-N-Bloomfield Hills, MI-Charitable Activities-Mason-06/2017-4-0-Attend meetings and participate in charitable activities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-09-03
• S63 Uniform Securities Agent State Law Examination
  1995-01-04