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Benjamin Calvin Verhulst

Affiliated Financial Advisors Inc

Milwaukee, WI

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Current Employers
Affiliated Financial Advisors Inc

2600 North Mayfair Rd. Suite 200, Milwaukee, WI 53226 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-03-14
  • WI RA
    APPROVED
    Since 2025-03-14

Branch Locations

2600 North Mayfair Rd. Suite 200, Milwaukee, WI 53226 • 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. Brookfield WI 07/2023 02/2025
City Reformed Church Milwaukee WI 06/2022 08/2022
Lagmann, Inc. Milwaukee WI 07/2018 06/2019
Unemployed Milwaukee WI 06/2019 06/2022
Milwaukee County District Attorney's Office Milwaukee WI 06/2015 06/2018
Unemployed Milwaukee WI 06/2018 07/2018
Calvin University Grand Rapids MI 08/2022 Present
Affiliated Advisors, Inc. Milwaukee WI 02/2025 Present
  • 07/2023 → 02/2025
    Charter Capital Management, Inc.
    Brookfield, WI
  • 06/2022 → 08/2022
    City Reformed Church
    Milwaukee, WI
  • 07/2018 → 06/2019
    Lagmann, Inc.
    Milwaukee, WI
  • 06/2019 → 06/2022
    Unemployed
    Milwaukee, WI
  • 06/2015 → 06/2018
    Milwaukee County District Attorney's Office
    Milwaukee, WI
  • 06/2018 → 07/2018
    Unemployed
    Milwaukee, WI
  • 08/2022 → Present
    Calvin University
    Grand Rapids, MI
  • 02/2025 → Present
    Affiliated Advisors, Inc.
    Milwaukee, WI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-25
  • S65 Uniform Investment Adviser Law Examination
    2023-08-25

View on SEC IAPD

Other Firms

ROBERT W. BAIRD & CO. INCORPORATED
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC
BAIRD CAPITAL MANAGEMENT COMPANY, LLC
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC

Other Investors

GREGORY BERNARD GREENHOUSE
GREGORY S PINSKY
SCOTT JOHN HANSON
MICHAEL JOSEPH GLAISNER
ADAM JOSEPH KAPUSTA
PAMELA CAIN-HENRY
LAURA MARIE HEBERT
DANIEL JOSEPH RENOUARD

Other Offices

ROBERT W. BAIRD & CO. INCORPORATED · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC · MILWAUKEE, WI
BAIRD CAPITAL MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC · MILWAUKEE, WI

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