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Charles Dobben

2 Years of Experience
Jackson, MI
BrokerSells Insurance

Charles Dobben is a registered investment advisor, based in Jackson, MI, with 2 years of industry experience.

Location

2019 4th St., Jackson, MI, 49203

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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 an investment advisor representative for Stone Path Wealth Management and Lakewood Wealth Management, dedicating nearly full-time hours to these roles. He also works as an independent insurance agent and provides tennis/pickleball lessons, dedicating minimal time to each.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
February 2024 - Present · 2 yrs 3 mos
Cambridge Investment Research Advisors, INC.
October 2023 - Present · 2 yrs 7 mos
State Registrations2 states
MIWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
Charles Dobben - Financial Advisor | TrueAdvisor