Charles Wheeler
Charles Wheeler is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in West Des Moines, IA, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.
Location
Regency W 5 4500 Westown Pkway, ste 201, West Des Moines, IA, 50266
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 1996Other Business Activities
Charles is an investor in PACE Enterprises LLC, which purchases foreclosed homes, and a bookkeeper/maintenance director for Wheeler LLC, which purchases duplexes. He also owns rental property and is a partial owner of Double CW LLC, all activities requiring minimal time and not investment-related.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations43 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.