Charles Herbert Maher

Current Employers

Employment History

• 08/1994 → Present
  Colorado Financial Network Inc
  Monument, CO
• 11/2006 → 06/2017
  Wilbanks Securities, Inc
  Oklahoma City, OK
• 11/2006 → 03/2018
  Wilbanks Securities Advisory
  Monument, CO
• 05/2017 → 08/2024
  Cabot Lodge Securities Llc
  Monument, CO
• 02/1986 → 12/2019
  Mountain Crest Partnership
  Monument, CO
• 08/2005 → 10/2021
  Mmm Iii
  Lakewood, CO
• 03/2018 → 08/2024
  Visions, Inc.
  Monumnet, CO
• 08/2021 → Present
  15271 W. Pantano Drive, Surprise, Az
  Monument, CO
• 01/2020 → Present
  750 Tabor
  Monument, CO
• 08/2024 → Present
  Osaic Wealth
  Colorado Springs, CO
• 08/2024 → Present
  Osaic Advisory Services
  Atlanta, GA

Previous Registrations

• 2018-05-04 → 2024-10-18
  Visions, Inc.
  Monument, CO
• 2006-11-27 → 2018-03-19
  Wilbanks Securities Advisory
  Oklahoma City, OK
  Monument, CO
• 2003-08-26 → 2006-12-07
  North Coast Money Management
  Rocky River, OH

Other Businesses

1) COLORADO FINANCIAL NETWORK, INC. POSITION: President NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 0 START DATE: 08/01/1994 ADDRESS: 18335 Academy CIr, PO BOX 39, MONUMENT, CO CO 80132, United States DESCRIPTION: Manage business expenses and corporate accounting for personal production 2) 15271 W PANTANO DR POSITION: owner NATURE: sole proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2021 ADDRESS: 15271 W Pantano Dr, Surprise AZ 85374, United States DESCRIPTION: limited to those of a property manager owner, marketing and management is provided by a third vacation rental specialist 3) 750 TABOR POSITION: owner NATURE: sole proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2020 ADDRESS: 750 Tabor #, Golden CO 80401, United States DESCRIPTION: collect rents, pay bills, update financial records and general property management 4) LIFE WELL LIVED FINANCIAL GROUP POSITION: financial advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 80 START DATE: 08/12/2024 ADDRESS: 1910 Vindicator Dr, Colorado Springs CO 80919, United States DESCRIPTION: financial advisor with Osaic Advisory Services; reg rep with Osaic Wealth; insurance sales

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-05-12

Designations

Other Names

• Charles Herbert Maher
• Chuck Maher
• Charles Herbert Maher