Charles Opitz is a CFP-designated registered investment advisor, based in Madison, WI, with 11 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1241 John Q Hammons Dr, Suite 100, Madison, WI, 53717
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Regulatory History
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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Wealth Enhancement Group is a DBA for Wealth Enhancement Advisory Services. This activity is not investment-related and does not involve insurance sales.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLC
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations1 state
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.
Exams
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