AdFi
BC

Benjamin Calvin Verhulst

Financial Professional at Affiliated Financial Advisors Inc

Milwaukee, WICRD #7790197
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Benjamin Calvin Verhulst is a financial professional associated with Affiliated Financial Advisors Inc in Milwaukee, WI, where they have been associated since 2025. They have worked in the securities industry since 2023 and were previously registered with Charter Capital Management, Inc. They have passed the Series 65 (investment adviser) exam.

Office

2600 North Mayfair Rd., Suite 200
Milwaukee, WI 53226

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Registration type not available
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/25/2023

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Affiliated Financial Advisors IncCurrent
3/14/2025 – Milwaukee, WI
Charter Capital Management, Inc
8/25/2023 – 2/18/2025Brookfield, WI

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Affiliated Financial Advisors Inc

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
Firm's annual rate schedule by assets
  • All Assets0.50%
  • All Assets (Max)1.00%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Investment management, comprehensive financial planning, retirement planning, college funding, estate planning, insurance, and tax planning; offered through a fee-based compensation structure with no in-house products or transaction-based commissions.

Portfolio Management for Individuals and Small Businesses
Firm areas of expertise
Investment ManagementFinancial PlanningRetirement PlanningEstate PlanningCollege FundingInsuranceTax PlanningPortfolio ManagementRisk Tolerance AssessmentFee-based Advising

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
4
Offices listed on AdvisorFinder:
1
Main office:
Milwaukee, WI
SEC file number:
801-57519

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of February 27, 2026

View full firm profile

Other advisors at Affiliated Financial Advisors Inc

3 other advisors in the directory

View Affiliated Financial Advisors Inc firm profile

Similar advisors in Milwaukee, WI

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Benjamin Calvin Verhulst has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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