linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joel T Hassler

Charter Capital Management, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joel? Claim Your Profile

About Joel T Hassler

Joel Hassler is a financial advisor associated with Charter Capital Management, Inc. Joel is licensed to provide investment advisory services in Wisconsin and Texas. Joel has been in the securities industry since April 1993 and holds the Series 6, Series 26, and Series 63 licenses. Joel is also a Chartered Financial Analyst. Charter Capital Management, Inc. is a Registered Investment Advisor based in Brookfield, WI, which specializes in providing financial planning and portfolio management services to individual and high-net-worth clients.

Firm Information

Joel Hassler 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joel Hassler’s Registration & Firm History

WI

09/11/2000 - Present

Charter Capital Management, Inc. (BROOKFIELD WI)

WI

09/07/2000 - 12/14/2016

CHARTER CAPITAL MANAGEMENT, INC. (WAUWATOSA WI)

Not sure if Joel T Hassler is right for you?

Licenses & Designations

BC

Issued 09/08/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/23/2000

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 12/14/2016

SIE - Securities Industry Essentials Examination

BC

Issued 09/06/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joel T Hassler.
Not sure if Joel T Hassler is right for you?