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Daniel Richard Glaser

CHARTER CAPITAL MANAGEMENT, INC.·BROOKFIELD, Wisconsin
Clean recordCHARTER CAPITAL MANAGEMENT, INC.
13805 W BURLEIGH ROAD, BROOKFIELD, WI 53005CRD# 2750930Firm CRD# 35919

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Richard Glaser · BROOKFIELD, WI
Registration
CRD #2750930 · CHARTER CAPITAL MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel Richard Glaser is a registered financial advisor based in BROOKFIELD, Wisconsin, affiliated with CHARTER CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CHARTER CAPITAL MANAGEMENT, INC.
CHARTER CAPITAL MANAGEMENT, INC
AUM
$356M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CHARTER CAPITAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2750930
Firm CRD# 35919
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Richard Glaser offer?
Daniel Richard Glaser specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BROOKFIELD, Wisconsin for a consultation.
What are Daniel Richard Glaser's credentials?
Daniel Richard Glaser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Richard Glaser located?
Daniel Richard Glaser is based in BROOKFIELD, Wisconsin, working with CHARTER CAPITAL MANAGEMENT, INC.. Their office serves clients in the BROOKFIELD metropolitan area and surrounding communities.
How does Daniel Richard Glaser charge for services?
Daniel Richard Glaser'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 CHARTER CAPITAL MANAGEMENT, INC.?
CHARTER CAPITAL MANAGEMENT, INC. has approximately 5 employees and manages $356M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CHARTER CAPITAL MANAGEMENT, INC.

Joel T Hassler
BROOKFIELD, WI
Alexandra Marie Cali
BROOKFIELD, WI
Samuel Peter Verhulst
BROOKFIELD, WI

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