Joel T Hassler
Investment adviser representative at Charter Capital Management, Inc
33 yearsExperience
2 statesRegistered in
CFADesignation
$462.2MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
33 years in the industry.
- Charter Capital Management, Inc.Apr 1993 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Charter Capital Management, Inc
Legal name: Charter Capital Management, LLC
$462.2MAssets managed
362Clients
4Advisers
45 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
- 2222541
- Firm CRD
- 35919