Joel Hassler has been Chief Compliance Officer, President, Principal of Charter Capital Management since December 2004, is a control person of the firm and directly owns under 5% of it. Joel Hassler holds a Bachelor of Business Administration in Finance from the University of Wisconsin-Milwaukee.
Charter Capital Management, LLC is a Brookfield, WI firm with $462M under management, 362 clients and 4 advisers in one office, as of its March 2026 filing.
Joel T. Hassler is President and Principal of Charter Capital Management. He is also analyst and portfolio manager for the firm, which he joined in 1993 after serving as an associate analyst for Kemper Securities. He has over 30 years of industry experience.
Joel Hassler’s longest registration is the current one, 26 years at Charter Capital Management since 2000.
- Bluespring Wealth Management, LLCAlso current– present · under a yearBrookfield, WI · Adviser representative · Firm CRD 152667
- – present · 26 yearsBrookfield, WI · Adviser representative · Firm CRD 35919
Professional designations
Listed by Charter Capital Management
- Chartered Financial Analyst® (CFA®)
Investment adviser representative registrations
Joel Hassler is registered as an investment adviser representative in 2 states. The first approvals date from September 2000; the most recent is Texas, in December 2020.
- TexasSince 10 December 2020
- WisconsinSince 11 September 2000
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 23 October 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 September 2000 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 6 September 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Joel T Hassler
- CRD
- 2222541
- Firm
- Charter Capital Management · CRD 35919
- Role
- Chief Compliance Officer, President, Principal
- Office
- 13805 W BURLEIGH ROAD, SUITE 100, Brookfield, WI 53005
- Registration
- Investment adviser registration
- In the industry since
- September 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- chartercapital.net
Where does Joel Hassler work?
Joel Hassler has been Chief Compliance Officer, President, Principal of Charter Capital Management, LLC since December 2004, and is a control person of the firm.
Is Joel Hassler a financial advisor?
Yes. Joel Hassler has a current investment-adviser registration in Texas and Wisconsin, through Charter Capital Management since September 2000.
How many years of experience does Joel Hassler have?
Joel Hassler has 26 years in the financial industry, since September 2000, across 2 adviser firms.
What exams has Joel Hassler passed?
Joel Hassler has passed 3 licensing exams: the Series 6, Series 63 and Series 26. The earliest, the Series 6, was passed in September 2000. FINRA credited Joel Hassler with the SIE, which began in October 2018.
Where is Joel Hassler based?
Joel Hassler’s registered office is in Brookfield, WI.
Is Joel Hassler registered with FINRA?
No. Joel Hassler has no current broker registration.
Is Joel Hassler a CFA charterholder?
Charter Capital Management lists Joel Hassler with the CFA credential (“Chartered Financial Analyst® (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Joel Hassler’s record?
Search CRD 2222541 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joel Hassler’s full registration record.
