Charles Victor Kimmel
Investment adviser representative at Councilor Wealth LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$316.9MFirm 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
- Seminars and workshops
Experience
17 years in the industry.
- Councilor Wealth LLCJan 2026 to now
- Mbi LLCMar 2025 to now
- UnemployedSep 2023 to Feb 2025
- Raymond James Financial Services, IncJul 2009 to Aug 2023
- Spc Financial Inc.Jul 2009 to Aug 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 1 state (MD).
Councilor Wealth LLC
$316.9MAssets managed
197Clients
10Advisers
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
- 5567461
- Firm CRD
- 170858