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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Charter Capital Management, Inc. financial advisors in Brookfield, WI

Every SEC-registered investment adviser representative at a Charter Capital Management, Inc. office in Brookfield, A to Z.

The short answer

3 registered advisors work at Charter Capital Management, Inc. in Brookfield, out of 3 at the firm nationwide; it ranks number 29 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Charter Capital Management, Inc. advisors in Brookfield, A to Z

Every Charter Capital Management, Inc. advisor →

Charter Capital Management, Inc. advisors in every city and state →Charter Capital Management, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Brookfield

All Brookfield advisors →

Annex Wealth Management, LLC 84Ameriprise Financial Services, LLC 44LPL Financial LLC 41Strategic Advisers LLC 35Osaic Wealth, Inc. 26UBS Financial Services Inc. 21RBC Capital Markets, LLC 17Cetera Investment Advisers LLC 14Francis LLC 14Great Valley Advisor Group, LLC 14Charles Schwab & Co., Inc. 13Stifel, Nicolaus & Company, Incorporated 10

Questions

How many financial advisors does Charter Capital Management, Inc. have in Brookfield?

3 investment adviser representatives are registered at Charter Capital Management, Inc. offices in Brookfield, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Charter Capital Management, Inc. one of the largest advisor employers in Brookfield?

Charter Capital Management, Inc. ranks number 29 in Brookfield by registered advisors; Annex Wealth Management, LLC has the most, with 84.

How do I check a Charter Capital Management, Inc. advisor in Brookfield?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Charter Capital Management, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.