Charles Dwight Wattles

Employer firm

Long Road Investment Counsel, LLC CRD 171343

$346M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 04/2014 → Present
  Long Road Investment Counsel, Llc
  Ann Arbor, MI

Previous Registrations

• 2004-02-16 → 2014-03-26
  Arcadia Investment Management Corp
  Kalamazoo, MI

Other Businesses

APM, L.P., PARTNERSHIP IS INVESTMENT RELATED. APM L.P., C/O CHARLES D. WATTLES, 1435 LONG ROAD, KALAMAZOO, MI 49008. THE BUSINESS IS A FAMILY INVESTMENT PARTNERSHIP. TITLE: GENERAL PARTNER, RELATIONSHIP BEGAN IN 1976. APPROXIMATELY FOUR HOURS PER MONTH IS SPENT ON PARTNERSHIP MATTERS; NO TIME IS SPENT TRADING SECURITIES; DUTIES INCLUDE SECURITY ANALYSIS, PORTFOLIO MANAGEMENT, ADMINISTRATIVE AND TAX MATTERS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1991-03-06

Designations

• Chartered Financial Analyst