Unclaimed Profile

Joel T Hassler

CHARTER CAPITAL MANAGEMENT, INC.·BROOKFIELD, Wisconsin

SIE, Series 6, Series 26, Series 63CFAClean record25 years registeredCHARTER CAPITAL MANAGEMENT, INC.

13805 W BURLEIGH ROAD, BROOKFIELD, WI 53005CRD# 2222541Firm CRD# 35919

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joel T Hassler · BROOKFIELD, WI

Registration

CRD #2222541 · CHARTER CAPITAL MANAGEMENT, INC. · 25 years registered

Brand Profile

Not yet started

Career History

CHARTER CAPITAL MANAGEMENT, INC

Sep 2000 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 26

Series 63

Registration record

First registered · September 11, 2000

Years registered · 25

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHARTER CAPITAL MANAGEMENT, INC.

CRD 35919 · SEC 801-16127

AUM

$356M

Regulatory assets under management

Employees

368 client accounts

Services offered by CHARTER CAPITAL MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CHARTER CAPITAL MANAGEMENT, INC. →

Introduction

Speak with Joel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Joel is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BROOKFIELD?

Browse all registered financial advisors in BROOKFIELD, Wisconsin or claim this profile if it's yours.

Browse BROOKFIELD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Joel T Hassler offer?

Joel T Hassler specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BROOKFIELD, Wisconsin for a consultation.

What are Joel T Hassler's credentials?

Joel T Hassler holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Joel T Hassler located?

Joel T Hassler 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 Joel T Hassler charge for services?

Joel T Hassler'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →