Charles Riedesel, financial advisor Lodi WI

Charles Riedesel

CRD Number: 4354587
Current Firm: Commonwealth Financial Network

Charles Riedesel (CRD# 4354587) is an Investment Advisor Representative working at Commonwealth Financial Network in Lodi, WI and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
United Investment Services Cambridge, WI Feb 2007 - Current 17
Commonwealth Financial Network Waltham, MA Apr 2006 - Current 17
Milestone Investment Management, LLC Lodi, WI Apr 2006 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2001
S65 NASAA Investment Advisors Law Examination Mar 2022
Contact Info for Charles W. Riedesel
Phone Number: 781-736-0700
Registered State(s):
  • MN
  • WI
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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