Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Vincent Meixelsperger is an investment advisor representative at Wealthspire Advisors. Charles has been in the industry since 2015. Charles has experience with securities, investment company products, and municipal securities. Charles is currently registered with the state of Wisconsin as an Investment Advisor Representative. Charles is a Series 63 and Series 65 license holder and has passed the SIE, Series 52, and Series 6 exams. Charles has previously worked at Country Capital Management Company and WEALTHSPIRE CAPITAL, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
WI
01/01/2025 - Present
Wealthspire Advisors (Madison WI)
WI
04/19/2018 - 06/15/2020
WEALTHSPIRE CAPITAL, LLC (Madison WI)
WI
03/02/2015 - 04/26/2016
COUNTRY CAPITAL MANAGEMENT COMPANY (Sun Prairie WI)
IA
Issued 11/15/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2017
Series 52 - Municipal Securities Representative Examination
BC
Issued 02/28/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Charles Meixelsperger is the right advisor for you? Invested Better is here to help.
