Charles Menges
Investment adviser representative at Ameriprise Financial Services, LLC
14 yearsExperience
2 statesRegistered in
$660.5BFirm assets
39 yearsFirm in business
Are you Charles Menges? Claim your profile
Contact this firm
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
14 years in the industry.
- Ameriprise Financial Services, LLCNov 2025 to now
- KorpackOct 2024 to Dec 2025
- Merkle Korff Industries a Nidec CompanyNov 2021 to Dec 2024
- Golfcritique.comJan 2020 to Nov 2021
- D&w Fine PackFeb 2019 to Dec 2019
- Menges Roller CompanyNov 2012 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 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
- 8196993
- Firm CRD
- 6363