CHARLOTTE LIPPERT is an investment adviser representative (IAR) with state registration records since 2002, appearing at 5 firms. Currently registered with VALEO FINANCIAL ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| VALEO FINANCIAL ADVISORS, LLC | 2017-04-18 | present | Yes |
| WINTHROP CAPITAL MANAGEMENT | 2014-06-24 | 2015-12-10 | — |
| CHARLOTTE LIPPERT WEALTH MANAGEMENT | 2012-02-06 | 2017-05-23 | — |
| BEDEL FINANCIAL CONSULTING INC | 2010-04-12 | 2012-01-05 | — |
| SIGNAL CAPITAL MANAGEMENT,INC. | 2002-07-25 | 2007-06-29 | — |