FINANCIAL ADVISOR

Charles D. Schrader, CFP®

Vice President
Financial Advisor
Charles D. Schrader, CFP®
8215 Greenway Boulevard
Suite 200
Middleton, WI 53562
Toll-Free: 800 545 1536
Direct: 608 828 3660

Charles (Chuck) Schrader, Vice President and Financial Advisor in our Middleton, Wisconsin office, joined Ziegler Wealth Management in 1975. Chuck has more than 40 years of experience in the financial services industry, all with Ziegler Wealth Management.

Chuck is a graduate of the University of Wisconsin – Madison and holds a bachelors of arts in economics. A Certified Financial PlannerTM practitioner, Chuck works with his clients to identify their financial goals and needs, and offer investments and advise tailored to help each client achieve their financial goals. With a focus on retirement planning, Chuck works with his clients to craft plans with the goal of accumulating wealth for retirement, or generating income in retirement.

Chuck lives in the Madison area with his wife Beth, and enjoys reading, summer & winter outdoor activities with friends & family.

Begin by sitting down and discussing your needs and goals with Chuck. He will be happy to explain the financial tools and investment opportunities available through Ziegler. Please call 800 545 1536 to schedule a time to meet.

        

Send Chuck a Message