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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Wedemeyer is a financial advisor with Mercer Global Advisors Inc. He is based in Denver, Colorado and has been in the industry for over 20 years. Charles specializes in providing financial planning, investment management, and trust services to individuals, families, and businesses. He is also a Certified Financial Planner. Before joining Mercer Global Advisors Inc., Charles worked at other well-known financial firms including Vanguard, Fidelity, and Ameriprise. Charles has a broad range of experience serving clients' financial needs.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Trust services, estate planning, tax return preparation, consultation
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CO
08/05/2022 - Present
Mercer Global Advisors Inc. (DENVER CO)
AZ
03/04/2019 - 08/06/2021
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
KY
09/20/2012 - 01/04/2019
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
MN
01/26/2010 - 08/14/2012
ROYAL ALLIANCE ASSOCIATES, INC. (MINNEAPOLIS MN)
MN
10/03/2006 - 04/02/2009
ROYAL ALLIANCE ASSOCIATES, INC. (MINNEAPOLIS MN)
MN
09/18/2006 - 10/09/2006
LINSCO/PRIVATE LEDGER CORP. (PLYMOUTH MN)
MN
09/11/2003 - 09/21/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MAPLE GROVE MN)
MN
09/11/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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