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Charlie Rotherham

Edward Jones

Green Bay, WI

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-03-29
WI RA APPROVED 2022-03-09
  • TX RA
    APPROVED
    Since 2022-03-29
  • WI RA
    APPROVED
    Since 2022-03-09

Branch Locations

933 Cardinal Lane, Green Bay, WI 54313 • 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
Edward Jones St Louis MO 01/2022 Present
The Elite Group Depere WI 07/2020 12/2021
Nicolet Wealth Management Green Bay WI 05/2018 07/2018
Angelo State University Green Bay WI 08/2018 06/2020
Full Time Education Green Bay WI 07/2015 04/2018
  • 01/2022 → Present
    St Louis, MO
  • 07/2020 → 12/2021
    The Elite Group
    Depere, WI
  • 05/2018 → 07/2018
    Nicolet Wealth Management
    Green Bay, WI
  • 08/2018 → 06/2020
    Angelo State University
    Green Bay, WI
  • 07/2015 → 04/2018
    Full Time Education
    Green Bay, WI
Other Businesses

"The Elite Group Building Type of business: Promotional Products DePere, WI Start date: 1/1/2022 Partner Hours per week: 0 Hours during trading: 0 I own 4% of the building. I have no other ownership of the company" *** "Duplex Type of business: Rental Property DePere, WI Start date: 5/25/2022 Duplex Owner Hours per week: 0 Hours during trading: 0 Recently bought a duplex and am renting out the other side" **** "Duplex #2 Type of business: Rental Green Bay, WI Start date: 6/20/2023 Co-owner Hours per week: 0 Hours during trading: 0 Bought duplex 4 ways with my siblings. Have property manager that handles day to day" **** ""CP Center Type: Date: 07/07/23 Title: Finance Committee Trad Hrs: 0 Tot Hrs: 0 Desc: Meet via Zoom 2 times a year to discuss financial issues pertaining to the CP Center and come up with solutions that then the CP Board of Directors makes final decisions on. City-State: Green Bay WI" **** "The Elite Group Type: Date: 01/03/23 Title: Board Member Trad Hrs: 0 Tot Hrs: 0 Desc: Gather for lunch 2 times a year to discuss the recent events of the company and discuss areas of improvement for remainder of year. City-State: DePere WI" **** "Duplex Type: Rental Property Date: 05/25/22 Title: Duplex Owner Trad Hrs: 0 Tot Hrs: 0 Desc: Recently bought a duplex and am renting out the other side the total rent collected on the year is expected to be $26,400 which will be used to pay down mortgage City-State: DePere WI"

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-08
  • S66 Uniform Combined State Law Examination
    2022-03-08
Other Names
  • Charles Rotherham

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