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Samuel Peter Verhulst

CHARTER CAPITAL MANAGEMENT, INC.·BROOKFIELD, Wisconsin
Series 65Clean record7 years registeredCHARTER CAPITAL MANAGEMENT, INC.
13805 W BURLEIGH ROAD, BROOKFIELD, WI 53005CRD# 6981330Firm CRD# 35919

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Samuel Peter Verhulst · BROOKFIELD, WI
Registration
CRD #6981330 · CHARTER CAPITAL MANAGEMENT, INC. · 7 years registered
Brand Profile
Not yet started
01

Career History

CHARTER CAPITAL MANAGEMENT, INC
Aug 2018 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 31, 2018
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CHARTER CAPITAL MANAGEMENT, INC.
CRD 35919 · SEC 801-16127
AUM
$356M
Regulatory assets under management
Employees
5
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. →
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Frequently Asked Questions

What services does Samuel Peter Verhulst offer?
Samuel Peter Verhulst specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BROOKFIELD, Wisconsin for a consultation.
What are Samuel Peter Verhulst's credentials?
Samuel Peter Verhulst is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Samuel Peter Verhulst located?
Samuel Peter Verhulst 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 Samuel Peter Verhulst charge for services?
Samuel Peter Verhulst'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
CFA
Alexandra Marie Cali
BROOKFIELD, WI
Daniel Richard Glaser
BROOKFIELD, WI
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