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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlie? Claim Your ProfileCharlie Jo Cook is an Investment Advisor Representative registered with Columbia Asset Management, LLC in Michigan. Charlie Jo has been with the firm since December 2013. Charlie Jo is registered with the state of Michigan and holds the Series 65 license. Columbia Asset Management, LLC is a registered investment adviser providing financial planning and portfolio management services to individuals, high-net-worth individuals and charitable organizations.
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.
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.
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MI
03/04/2014 - Present
Columbia Asset Management, LLC (ANN ARBOR MI)
IA
Issued 02/08/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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