Curtis Wharton

Curtis Wharton

Investment Advisor Representative

I'm a Southern Illinois native with 20 years of client service in the industry.

I provide fee-based asset management services as an Investment Advisor Representative under the Investment Advisors Act of 1940.

I utilize chart analysis methodology for technical market analysis and investment selection. To receive a free subscription to MARKETbits chart analysis and market commentary click here.

In addition to asset management, I provide additional financial solutions for retirement income, financial protection and wealth transfer planning.

I earned the Chartered Financial Consultant (ChFC) designation in 2004 and maintain 30 hours of additional continuing education as an on-going effort to serve my clients.

Phone 618.364.0084
Fax 618.364.0084