Charles
Allison
Oarsman Capital, Inc
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About this Advisor
Charles Allison is a certified financial planner and chartered financial consultant working in Milwaukee, Wisconsin. Allison is currently employed by Oarsman Capital, Inc. During their career, Allison has held roles at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investement Services, LLC, Northwestern Mutual Investment Services, LLC, Cleary Gull Inc, Johnson Wealth Inc, Johnson Bank and Oarsman Capital, Inc. Allison has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Wisconsin. Oarsman Capital, Inc is a financial advisory firm based out of Milwaukee, WI. It has offices in two locations and a total of nine people on staff. It oversees $440 million in total assets across its 1,457 customer accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm advises six charitable organizations. Of its 1,457 customer accounts, 36% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm offers a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management typically are based on which services the firm provides the client. However, fees billed by Oarsman Capital, Inc can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oarsman Capital, Inc Brokerage Details
$439,995,408
9
1,457
$301,987
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Charles Allison Work History
Charles has been registered as a financial advisor for 0 years.*
Oarsman Capital, Inc
Johnson Bank
Johnson Wealth Inc
Cleary Gull Inc
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investement Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Charles Allison to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Oarsman Capital, Inc
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
