Samuel Verhulst has been Advisor, Principal of Charter Capital Management since January 2022, is a control person of the firm and directly owns under 5% of it. Samuel Verhulst holds a B.A. in Accounting and Finance from Dordt College.
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.
Samuel P. Verhulst is an Investment Advisor Representative of Charter Capital Management. Before joining the firm in 2018, he worked for an accounting firm that provided wealth management services to high net worth families.
Samuel Verhulst’s longest registration is the current one, 8 years at Charter Capital Management since 2018.
- Bluespring Wealth Management, LLCAlso current– present · under a yearBrookfield, WI · Adviser representative · Firm CRD 152667
- – present · 8 yearsBrookfield, WI · Adviser representative · Firm CRD 35919
Professional designations
Listed by Charter Capital Management
- Chartered Financial Analyst® (CFA®)
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Samuel Verhulst is registered as an investment adviser representative in Wisconsin, since August 2018.
- WisconsinSince 31 August 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 August 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Samuel Peter Verhulst
- CRD
- 6981330
- Firm
- Charter Capital Management · CRD 35919
- Role
- Advisor, Principal
- Office
- 13805 W BURLEIGH ROAD, SUITE 100, Brookfield, WI 53005
- Registration
- Investment adviser registration
- In the industry since
- August 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- chartercapital.net
Where does Samuel Verhulst work?
Samuel Verhulst has been Advisor, Principal of Charter Capital Management, LLC since January 2022, and is a control person of the firm.
Is Samuel Verhulst a financial advisor?
Yes. Samuel Verhulst has a current investment-adviser registration in Wisconsin, through Charter Capital Management since August 2018.
How many years of experience does Samuel Verhulst have?
Samuel Verhulst has 8 years in the financial industry, since August 2018, across 2 adviser firms.
What exams has Samuel Verhulst passed?
Samuel Verhulst passed the Series 65 in August 2018.
Where is Samuel Verhulst based?
Samuel Verhulst’s registered office is in Brookfield, WI.
Is Samuel Verhulst registered with FINRA?
No. Samuel Verhulst has no current broker registration.
Is Samuel Verhulst a CFA charterholder?
Charter Capital Management lists Samuel Verhulst with the CFA credential (“Chartered Financial Analyst® (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Samuel Verhulst’s record?
Search CRD 6981330 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Samuel Verhulst’s full registration record.
