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Our financial advice team


Charles J Wartner Ameriprise Financial Advisor

Charles J Wartner

CRPC®, CLTC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Sigma Three Planning Group
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Family Finances

Interests

  • College Basketball, Football and all High School Sports
  • Hobbies include woodworking, gardening, hunting, fishing and time with family

Community participation

  • Benton Business Incubator Board Director
  • Knights of Columbus member
  • Benton Business Community Development Board Member
  • Benton Village Board Trustee
  • Benton Community Fund Board Member

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BS Bachelor of Science, Business Administration, UW Whitewater, Whitewater, WI

Professional associations

  • Financial Planning Association