Charles Eichner is a registered investment advisor, based in Milwaukee, WI, with 20 years of industry experience.
Location
311 E Chicago Street, Suite 210, Milwaukee, WI, 53202
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Charles is a registered representative selling investment products, and an insurance agent for Transcend Insurance Group selling insurance products including annuities. He also assists insurance agents with Benefit Funding Services/FFR, works with a tax preparation service, and is involved in several real estate ventures.
Employment History
Current Registrations
The Leaders Group, INC.
The Leaders Group, INC.Broker
Transcend Advisor Group, LLC
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
Packerland Brokerage Services, INC.Broker
Princor Financial Services CorporationBroker
State Registrations3 states
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.