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Charles Dwight Wattles

LONG ROAD INVESTMENT COUNSEL, LLC·KALAMAZOO, Michigan
Series 7, Series 65Clean record22 years registeredLONG ROAD INVESTMENT COUNSEL, LLC
107 W. MICHIGAN AVE, KALAMAZOO, MI 49007-3946CRD# 1315433Firm CRD# 171343

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Dwight Wattles · KALAMAZOO, MI
Registration
CRD #1315433 · LONG ROAD INVESTMENT COUNSEL, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

LONG ROAD INVESTMENT COUNSEL, LLC
May 2014 – present
ARCADIA INVESTMENT MANAGEMENT CORP
Feb 2004 – Mar 2014
KALAMAZOO, MI
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 65
Registration record
First registered · February 16, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LONG ROAD INVESTMENT COUNSEL, LLC
CRD 171343 · SEC 801-79721
AUM
$284M
Regulatory assets under management
Employees
1
108 client accounts
Services offered by LONG ROAD INVESTMENT COUNSEL, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at LONG ROAD INVESTMENT COUNSEL, LLC →
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05

Frequently Asked Questions

What services does Charles Dwight Wattles offer?
Charles Dwight Wattles specializes in Investment Management, Fee-Only Advisory. Contact their office in KALAMAZOO, Michigan for a consultation.
What are Charles Dwight Wattles's credentials?
Charles Dwight Wattles is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Dwight Wattles located?
Charles Dwight Wattles is based in KALAMAZOO, Michigan, working with LONG ROAD INVESTMENT COUNSEL, LLC. Their office serves clients in the KALAMAZOO metropolitan area and surrounding communities.
How does Charles Dwight Wattles charge for services?
Charles Dwight Wattles's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LONG ROAD INVESTMENT COUNSEL, LLC?
LONG ROAD INVESTMENT COUNSEL, LLC has approximately 1 employees and manages $284M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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