Alexandra Cali (CRD# 6656336) is an Investment Advisor Representative working at Charter Capital Management, Inc. in Brookfield, WI and has over 7 years of experience in the finance industry.
CRD# 4497282
Stifel, Nicolaus & Company, Incorporated
CRD# 1985697
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2152775
Thrivent Investment Management Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charter Capital Management | Wauwatosa, WI | Feb 2016 - Current | 8 |
| Kasdorf, Lewis & Swietlik Sc | Milwaukee, WI | Oct 2014 - Feb 2016 | 1 |
| Milwaukee County Circuit Court | Milwaukee, WI | Jun 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
- WI
-
Total Assets Under Management356MILLIONS
-
Total Number of Accounts368ACCOUNTS
-
Average Account Value$967,097
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CO, FL, IL, TX, WI
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