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Daniel Richard Glaser

Charter Capital Management, Inc.

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About Daniel Richard Glaser

Daniel Glaser is a Certified Financial Planner™ with over 25 years of experience in the financial services industry. Daniel is currently registered with Charter Capital Management, Inc. and has been with the firm since 2004. Daniel specializes in portfolio management for individuals and financial planning. Charter Capital Management, Inc. provides portfolio management services for both individuals and pooled investment vehicles. The firm's clients include high-net-worth individuals, individuals other than high-net-worth individuals, and charitable organizations.

Firm Information

Daniel Glaser is currently registered with Charter Capital Management, Inc.. Charter Capital Management, Inc. is a terminated corporation that was formed in 1981. The firm was headquartered in Brookfield, WI and provided financial planning and portfolio management services to individuals and high-net-worth individuals. They had a total of 368 client accounts, managing approximately $355,891,809 in assets.
Charter Capital Management, Inc.

13805 W BURLEIGH ROAD

BROOKFIELD, WI 53005

$355.89M

Assets Under Management

5

Total Clients

5

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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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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Daniel Glaser’s Registration & Firm History

WI

05/21/2004 - Present

Charter Capital Management, Inc. (BROOKFIELD WI)

WI

05/21/2004 - 12/14/2016

CHARTER CAPITAL MANAGEMENT, INC. (WAUWATOSA WI)

WI

07/03/1996 - 05/27/2004

INNOVATIVE SECURITIES, INC. (WAUWATOSA WI)

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Licenses & Designations

IA

Issued 11/10/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/02/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/30/2012

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 12/14/2016

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Richard Glaser.
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