Charles Herbert Maher
Investment adviser representative at Osaic Advisory Services, LLC
40 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$15.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
40 years in the industry.
- Osaic Advisory Services, LLCAug 2024 to now
- Osaic WealthAug 2024 to now
- 750 TaborJan 2020 to now
- Colorado Financial Network IncAug 1994 to now
- Visions, Inc.Mar 2018 to Aug 2024
- Cabot Lodge Securities LLCMay 2017 to Aug 2024
- Wilbanks Securities AdvisoryNov 2006 to Mar 2018
- Wilbanks Securities, IncNov 2006 to Jun 2017
- Mmm IiiAug 2005 to Oct 2021
- Mountain Crest PartnershipFeb 1986 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1436424
- Firm CRD
- 171070