Morgan Stanley
47yrs
Top 1% by experience in Illinois
New
Charles Menges
Financial advisor at Ameriprise Financial Services
Charles Menges is a fiduciary financial advisor in Barrington, Illinois, registered since Feb 2026. Charles has been with Ameriprise Financial Services since 2026. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 194 advisors with offices in Barrington, and one of 183 fiduciaries.
At a glance
ExperienceNew to the profession (since Feb 2026)
How that compares ?New to the profession
Office800 Hart Rd Suite 390, Barrington, IL 60010
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Feb 2026 – nowAmeriprise Financial Services, LLCCurrent firm
Contact Charles
(612) 671-3131Firm headquarters in Minneapolis, MN. Ask for Charles. 800 Hart Rd Suite 390Barrington, IL 60010Office · Get directions LinkedIn pageAmeriprise Financial Services
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Charles
Tailored to Charles’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Charles
How do I contact Charles?
Call Ameriprise Financial Services at (612) 671-3131 and ask for Charles Menges. Charles works from the Barrington, IL office.
How long has Charles been a financial advisor?
Charles is new to the profession, registered since Feb 2026, and holds 1 license.
What licenses does Charles hold?
Series 66. Tap any license on this page to see what it allows.
Is Charles a fiduciary?
Charles is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Charles paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Charles for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Morgan Stanley
47yrs
Top 1% by experience in Illinois
Morgan Stanley
46yrs
Top 1% by experience in Illinois
Morgan Stanley
46yrs
Top 1% by experience nationwide
Ameriprise Financial Services
44yrs
Top 1% by experience in Illinois
Hemsley Advisors
44yrs
Top 1% by experience in Illinois