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Charlene D Thibeault

Charlene D. Thibeault

Hudson, FL
Some features on this profile are disabled
CRD#: 2945236
Charlene D Thibeault
Charlene D Thibeault

Professional summary

Charlene D Thibeault, who also goes by Charlene D Champagne, Charlene D Lee, Charlene D Thibeault, was a registered financial advisor .

Charlene is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Charlene had worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Services Offered

Retirement Planning
Investment Management

Aliases

Charlene D Champagne | Charlene D Lee | Charlene D Thibeault

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Business Ownership; Rise Tax Strategies, LLC; Co-owner; Tax Preparation; PO Box 847, Merrimack, NH, 03054; Not Investment-Related; 01/01/2025; 0 hours per month; 0 during trading hours / RPWM Partners, LLC; Co-owner; Manage Ameriprise Business; 262 South River Rd, Suite 201, Bedford, NH, 03110-6943; Investment-Related; 04/08/2010; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; RPWM Partners LLC; Associate Financial Advisor - Financial Planner Planning Deliverables, Meeting with Clients, Trading, Preparing for meetings; 262 South River Road, Suite 2, Bedford, NH 03110; Not Investment-Related; 08/27/2007; 40 to 59 hours per month; 60 during trading hours.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 10, 2026 - Present

Hudson, FL
Past

January 5, 2009 - September 24, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Hudson, FL
Past

August 2, 2007 - September 24, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
BEDFORD, NH
Past

June 27, 2005 - December 16, 2005

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

June 27, 2005 - December 16, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(9/22/2026)
IAR
New Hampshire
(9/10/2026)
IAR
Texas
(9/10/2026)

Exams

What does exam status mean?
State Security Law Exam
IAR
Series 65
Status Unavailable
Passed: 12/11/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
PR
Series 63
Status Unavailable
Passed: 10/28/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
PR
Series 7
Status Unavailable
Passed: 6/24/2005
General Securities Representative Examination

Current firm

No current employment

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

No current employment

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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