Charleen Nicole Maune
Investment adviser representative at Foguth Wealth Management, LLC.
14 yearsExperience
1 stateRegistered in
$1.1BFirm assets
3 yearsFirm in business
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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
- Seminars and workshops
Experience
14 years in the industry.
- Foguth Wealth Management, LLC.Dec 2023 to now
- Strategic Investment Advisors, LLCJun 2022 to now
- White GloveMar 2022 to Jun 2022
- Hantz Financial Services, Inc.Nov 2020 to Mar 2022
- Advance AmericaJul 2012 to Oct 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MI).
Foguth Wealth Management, LLC.
$1.1BAssets managed
2,690Clients
52Advisers
3 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
- 7312551
- Firm CRD
- 327434