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Charles Allard Allison

Oarsman Capital, Inc.

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About Charles Allard Allison

Charles Allard Allison is a financial advisor at Oarsman Capital, Inc. Charles has over 10 years of experience in the financial services industry. Charles is a Certified Financial Planner and a Chartered Financial Consultant. Charles has been registered with the Securities and Exchange Commission (SEC) since 2012. Charles has a Series 6, Series 7, Series 63, and Series 65 licenses. Prior to joining Oarsman Capital, Inc., Charles worked at Johnson Wealth Inc. and Cleary Gull Inc.

Firm Information

Charles Allison is currently registered with Oarsman Capital, Inc.. Oarsman Capital, Inc. is a Milwaukee, WI-based investment advisor with approximately $703.3 million in regulatory assets under management. The firm provides financial planning, selection of other advisors, portfolio management for individuals and businesses. They primarily serve high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans.
Oarsman Capital, Inc.

759 NORTH MILWAUKEE STREET

MILWAUKEE, WI 53202

$703.31M

Assets Under Management

1

Total Clients

11

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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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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Charles Allison’s Registration & Firm History

WI

01/26/2023 - Present

Oarsman Capital, Inc. (MILWAUKEE WI)

WI

06/23/2015 - 06/02/2016

CLEARY GULL INC. (MILWAUKEE WI)

WI

01/27/2012 - 06/11/2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 04/14/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/14/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/02/2016

SIE - Securities Industry Essentials Examination

BC

Issued 07/24/2015

Series 7 - General Securities Representative Examination

BC

Issued 01/26/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Allard Allison.
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