org placeholder image

Michael Charles

Director Financial Planning & Portfolio Manager at Wallington Asset Management

  • LinkedIn

I have primary responsibility for any financial planning analysis provided to clients of Wallington Asset Management and I manage the portfolios for my assigned clients with individual st...

Read More

map
WALLINGTON ASSET MANAGEMENT

WALLINGTON ASSET MANAGEMENT

  • description Description
    Wallington Asset Management is a boutique wealth management firm focused on customizing each clients personal investment portfolio to create a path to financial security and peace of mind. Wi...

    Read More

  • Employees count Employees 11-50
  • Revenue Revenue 5 Million to 10 Million
signout-image
You are signed out

Sign in to CIENCE GO Data to uncover contact details

crown-icon Free credits every month

Wallington Asset Management Org Chart and Mapping

Employees

Jenise Jeffers

Vice President, Client Services & Technical Solutions

Dan Klemkosky

Wealth Advisor and Senior Portfolio Manager

Chris Norwood

Chief Investment Strategist

Nicholas Schulz

Client Services Administrator

Chris Weiss

Portfolio Manager, Investment Advisor

Michael Charles

Director Financial Planning & Portfolio Manager

Cfp® Sam Oliphant

Research Associate & Support Advisor

Frequently Asked Questions Regarding Michael Charles

Answer: Michael Charles works for Wallington Asset Management as Director Financial Planning & Portfolio Manager

Answer: Michael Charles’s role in Wallington Asset Management is Director Financial Planning & Portfolio Manager

Answer: Michael Charles's email address is m***@gmail.com

Answer: Michael Charles's business email address is m****@wallingtonasset.com

Answer: Michael Charles’s direct phone number is (***)-***-****

Answer: Michael Charles works in the industry of: Investment Management

Answer: Michael Charles is the current Director Financial Planning & Portfolio Manager at Wallington Asset Management.... Read More

Answer: Michael Charles works Wallington Asset Management located at 8900 N Keystone Ave, polis, Indiana, 46240, United States

Answer: Wallington Asset Management's Director Financial Planning & Portfolio Manager is Michael Charles

Answer: Michael Charles contact details:

  • Phone number  :  (***)-***-****
  • Email  :  m****@wallingtonasset.com

Premium Sales Data for Prospecting

  • Sales data across over 200M records

  • Up-to-date records (less decayed data)

  • Accurate Email Lists (real-world tested)

  • Powerful search engine and intuitive interface

lock icon Get Full Access