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Charleen Nicole Maune

Foguth Wealth Management, LLC

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About Charleen Nicole Maune

Charleen Maune is a financial advisor registered with Foguth Wealth Management, LLC and holds registrations in Michigan. Charleen is a veteran in the financial industry and has a wealth of experience. Charleen is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Charleen is a dedicated professional who is passionate about helping her clients succeed. Prior to joining Foguth Wealth Management, LLC, Charleen was employed by Hantz Financial Services, Inc. in Southfield, MI.

Firm Information

Charleen Maune is currently registered with Foguth Wealth Management, LLC. Foguth Wealth Management, LLC is a Brighton, Michigan-based registered investment advisor with $236,955,954 in regulatory assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Foguth Wealth Management serves a client base comprised primarily of high-net-worth individuals and individuals other than high-net-worth.
Foguth Wealth Management, LLC

325 W. MAIN ST.

BRIGHTON, MI 48116

$236.96M

Assets Under Management

Not reported

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charleen Maune’s Registration & Firm History

MI

12/11/2023 - Present

Foguth Wealth Management, LLC (BRIGHTON MI)

MI

02/22/2021 - 03/21/2022

HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)

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Licenses & Designations

BOTH

Issued 11/23/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/02/2021

Series 24 - General Securities Principal Examination

BC

Issued 02/22/2021

Series 7TO - General Securities Representative Examination

BC

Issued 12/02/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charleen Nicole Maune.
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