Charles Bremer, CFP ®

Financial Advisor

Charles Bremer has been successfully providing financial advice and superior service to his clients since 2012.

Charles strives to stay on the forefront of the latest education and financial strategies – to be better enabled to bring solutions to address client’s problems regarding investments or insurance with comprehensive solutions and plans. Some areas of focus include:  Social Security planning, education planning, investment and retirement planning and Business owner planning. 

To stay current in his field and develop his professional skills, Kyle attends industry training and certification programs. This includes completing the curriculum and passing the exams for the:

  • Certified Financial Planner  (CFP®)

Charles’ broad life experience together with his team of advisors and understanding the business owner environment sets him apart from most in this industry.

In his spare time he enjoys traveling, hiking, carpentry, brewing beer, fitness, and spending time with his family.

Charles is thankful for the privilege of working for you and your continued support and business!

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Canopy Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 612-243-3222
Fax 612-243-3280