When I first learned about the opportunities provided by Edward Jones, I was excited by the prospect of working with a company that values client experience and relationships while giving me the freedom to work directly with my friends and neighbors in Waukesha. The idea of both learning a new skill and helping others was exciting to me, and now, nothing makes me happier than helping others build wealth, generate income and transfer wealth efficiently using creative financial strategies.
As your financial advisor, my first and most important job is to learn what is important to you. The time our team spends getting to know you ensures we can provide individualized service and financial advice that’s tailored to your specific goals. You can be confident that, behind the scenes, we’re also researching the latest product enhancements and industry changes and how they can help benefit your portfolio.
With more than 25 years of experience in the financial industry, my team has experienced many temporary declines in the stock market due to unforeseen events. It’s that same experience that will help us lead you through those difficult moments, all the while keeping an open line of communication to consistently keep you informed. As a result, I have qualified to attend the firm’s Financial Advisor Leaders Conference for nine out of the last 10 years.
Our office in Waukesha serves clients throughout Wisconsin and 20 other states. My branch office administrator, Kelli Stuckart, and I work hard to ensure each of our clients receives the same phenomenal level of client care. We appreciate our clients and treat them with respect.
Giving back both professionally and privately is important to me, which is why I serve with several organizations in Waukesha including the Rotary Club and Lions Club.
My wife, Kim, and I have four children: Lilly, Tyler, Chase and Amelia. We also have a Brittney Spaniel named Dasher. We love outdoor activities and enjoy traveling around the U.S.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
Phone NumberCharles A Tinder at (262) 544-4855
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