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Charles M Manberg

Investment adviser representative at Strategic Income Group LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$362.4MFirm 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

13 years in the industry.

  1. Strategic Income Group LLCNov 2013 to now

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2008

State registrations

Registered as an investment adviser representative in 1 state (AZ).

Strategic Income Group LLC

$362.4MAssets managed
368Clients
5Advisers
9 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
5480769
Firm CRD
165839
Advisor's SEC record (opens in a new tab)
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