Charles Martin Bourquin
Investment adviser representative at Mid-american Wealth Advisory Group
13 yearsExperience
2 statesRegistered in
$335.6MFirm assets
5 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.
- Portfolio management
Experience
13 years in the industry.
- Mid-american Wealth Advisory GroupFeb 2026 to now
- 49 Financial LLCJun 2024 to Jan 2026
- Pinnacle Pool & SpaFeb 2023 to Aug 2023
- Select Pool Service LLCMay 2013 to Apr 2024
- Total Management, LLCMay 2013 to Jul 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (KS, MO).
Mid-american Wealth Advisory Group
Legal name: Mid-american Wealth Advisory Group Inc.
$335.6MAssets managed
958Clients
7Advisers
5 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
- 8000852
- Firm CRD
- 301621