# CHARLOTTE LIPPERT

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [VALEO FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/127132) | 2017-04-18 | present | Yes |
| [WINTHROP CAPITAL MANAGEMENT](https://search.stillhousedata.com/firm/145216) | 2014-06-24 | 2015-12-10 | — |
| [CHARLOTTE LIPPERT WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/160710) | 2012-02-06 | 2017-05-23 | — |
| [BEDEL FINANCIAL CONSULTING INC](https://search.stillhousedata.com/firm/105653) | 2010-04-12 | 2012-01-05 | — |
| [SIGNAL CAPITAL MANAGEMENT,INC.](https://search.stillhousedata.com/firm/120654) | 2002-07-25 | 2007-06-29 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4553048)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4553048.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.