Profil
Mr. Charles O.
Klawitter is Founding Member at Intrinsic Investors LLC.
He co-founded Intrinsic Investors in November 1999.
He has 24 years of investment experience coupled with 30 years as an educator.
He specializes in portfolio management and personal financial planning.
Mr. Klawitter was associated with the Wisconsin public schools system as an educator in Whitefish Bay.
Until November 1999, he was a Registered Representative with First Securities Corporation.
He is now associated with Commonwealth Financial Network as an independent contractor and Registered Representative.
Intrinsic Investors is also registered with the Securities and Exchange Commission as an independent Registered Investment Adviser.
Mr. Klawitter attended the University of Wisconsin Milwaukee and earned a Bachelor of Science Degree in 1958.
He received a Master of Science Degree from the University in 1964.
Since 1987, he has been affiliated with member firms of the Financial Industry Regulatory Authority.
In 1993, he earned the certification of CERTIFIED FINANCIAL PLANNER Professional.
Anciens postes connus de Charles Oscar Klawitter
Sociétés | Poste | Fin |
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Intrinsic Investors LLC
Intrinsic Investors LLC Investment ManagersFinance Intrinsic Investors LLC is an independent, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was co-founded and owned by William (Bill) Fons, Christopher Shea and Dawn Williams in 1999. Intrinsic Investors provides financial planning and investment management services to individuals, trusts, retirement plans and philanthropic organizations. | Fondateur | 06/01/2016 |
Formation de Charles Oscar Klawitter
University of Wisconsin | Undergraduate Degree |
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Intrinsic Investors LLC
Intrinsic Investors LLC Investment ManagersFinance Intrinsic Investors LLC is an independent, SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was co-founded and owned by William (Bill) Fons, Christopher Shea and Dawn Williams in 1999. Intrinsic Investors provides financial planning and investment management services to individuals, trusts, retirement plans and philanthropic organizations. | Finance |