CB
CB

Charles B Block

19 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

652 Bielenberg Drive, Ste 201, Woodbury, MN, 55125

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Charles is affiliated with Hallet Financial, selling non-variable insurance products, including annuities, long-term care, disability, and life insurance, dedicating about 10-20% of his time. He also works full-time with Two Rivers Wealth Management and Great Valley Advisor Group, Inc., and coaches 7th grade basketball for the School District of Prescott, WI, spending about 10-20% of his time.

Employment History
Current Registrations
Great Valley Advisor Group, LLC
March 2021 - Present · 4 yrs 11 mos
LPL Financial LLCBroker
March 2021 - Present · 4 yrs 11 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
May 2013 - April 2021 · 7 yrs 11 mos
Northwestern Mutual Investment Services, LLCBroker
September 2006 - April 2021 · 14 yrs 7 mos
State Registrations12 states
ARAZCAFLILKSMNNCNYTXWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Charles B Block - Financial Advisor | TrueAdvisor