![Charles Muck, financial advisor Wheaton IL](/img/ws/profile-blank-sq.png)
Charles Muck (CRD# 7397607) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 2 years of experience in the finance industry.
![Charles Melka, financial advisor Wheaton IL](/img/ws/profile-blank-sq.png)
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
![Alexander Bass, financial advisor Wheaton IL](/img/ws/profile-blank-sq.png)
CRD# 4846117
Hightower Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
First Trust Portfolios LP | Wheaton, IL | Jun 2021 - Current | 3 |
First Trust Advisors LP | Wheaton, IL | Jun 2021 - Current | 3 |
Activecampaign | Chicago, IL | Jun 2020 - Jun 2021 | 1 |
University Of Illinois | Champaign, IL | Aug 2016 - Jun 2020 | 3 |
Proven It | Tinley Park, IL | Jun 2019 - Aug 2019 | < 1 |
Proven It | Tinley Park, IL | Jun 2018 - Aug 2018 | < 1 |
Park Ridge Public Works | Park Ridge, IL | Jun 2017 - Aug 2017 | < 1 |
Park Ridge Public Works | Park Ridge, IL | Jun 2016 - Aug 2016 | < 1 |
Park Ridge Park District | Park Ridge, IL | Dec 2015 - May 2016 | < 1 |
Maine South | Park Ridge, IL | Jun 2012 - May 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2021 |
S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
- IL
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Total Assets Under Management210,879MILLIONS
-
Total Number of Accounts2,926ACCOUNTS
-
Average Account Value$72,070,745
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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