Charter Wealth Management LLC

Charter Wealth Management, LLC.

1440 Whitefish Village Dr

Whitefish, MT 59937

Phone: 281.890.1000 or 800.996.1998

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Fax: 281.890.1120

www.charterwealth.net

This is not a solicitation for sale of securities in any jurisdiction.

The registered representative(s) or investment adviser representative(s) referred to on this site may only transact business, effect transactions in securities, or render personalized investment advice for compensation, in compliance with state registration requirements, or an applicable exemption or exclusion.

Following are the states in which Daniel S. Offutt is licensed: Arizona (AZ), Colorado (CO), Illinois (IL), Montana, and Texas (TX)

Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. Home offices at 200 N. Martingale Rd., Schaumburg, IL 60173; phone 888-528-2987.

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