CH
Charles R. Hutchinson
STRATEGIC WEALTH GROUP
Eden Prairie, MN 55347
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CRD#: 7447658
CH
Professional summary
Charles Robert Hutchinson IV, who also goes by Charles Robert Hutchinson, Charles Hutchinson, is a registered financial advisor currently at STRATEGIC WEALTH GROUP located in Eden Prairie, Minnesota and LPL FINANCIAL LLC located in Eden Prairie, Minnesota.
Charles is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Charles has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Charles Robert Hutchinson | Charles Hutchinson
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.
1)07/29/2025- SWG - Notary - State of MN - Inv Rel - Start: 07/01/2025 - 1 Hrs/Mth - 1 Hrs During Trading. 2)07/29/2025 - STRATEGIC WEALTH GROUP - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start Date:04/14/2025 - 160 Hrs/Mth - 40 Hrs During Trading. 3) 08/15/2025 - Strategic Wealth Group - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:07/01/2025 - 160 Hrs/Mth - 40 Hrs During Trading. 4) 08/15/2025 - Strategic Wealth Group - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:07/01/2025 - 160 Hrs/Mth - 40 Hrs During Trading.I provide investment advisory services through Strategic Wealth Group, an independent investment advisor firm. I started this business activity in 07/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 10/21/2025 - Blizzard 507 - Not Investment Related - Other - Coach/Sports/Fitness - Peter, MN - Start Date:08/22/2025 - 18 Hrs/Mth - 0 Hrs During Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Charles Robert Hutchinson IV's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 14, 2025 - Present
STRATEGIC WEALTH GROUP
Office #1: 7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347RIA
CRD#: 284430
Eden Prairie, MN
Current
July 29, 2025 - Present
LPL FINANCIAL LLC
Office #1: 7820 Terrey Pine Court #200, Eden Prairie, MN 55347RIA
BD
CRD#: 6413
Eden Prairie, MN
Past
March 31, 2025 - April 8, 2025
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
BOSTON, MA
Past
April 25, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
OAKDALE, MN
Past
December 15, 2021 - April 8, 2025
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
OAKDALE, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
STRATEGIC WEALTH GROUP
ARCH ASSET MANAGEMENT | VALOR FINANCIAL PARTNERS, LLC | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISORS, LLC | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC | STRATEGIC WEALTH GROUP | STONECREEK FINANCIAL | SALT FINANCIAL | RUNNING WEALTH MANAGEMENT GROUP | RJ ADVISORS CO. | INTEGRATED CAPITAL PARTNERS LLC | FIDUCIARY MANAGEMENT GROUP INC. | DOYLE & ASSOCIATES | DITTRICH FINANCIAL GROUP | DAVID PETERSON, CFP | BOYUM BARENSCHEER WEALTH MANAGEMENT
CRD#: 284430 / SEC#: 801-108208
RIA
Registered Investment Advisory firm - (8/2/2016 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Minnesota(4/14/2025)
RR
Minnesota(7/29/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/15/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SW
STRATEGIC WEALTH GROUP
ARCH ASSET MANAGEMENT | VALOR FINANCIAL PARTNERS, LLC | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISORS, LLC | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC | STRATEGIC WEALTH GROUP | STONECREEK FINANCIAL | SALT FINANCIAL | RUNNING WEALTH MANAGEMENT GROUP | RJ ADVISORS CO. | INTEGRATED CAPITAL PARTNERS LLC | FIDUCIARY MANAGEMENT GROUP INC. | DOYLE & ASSOCIATES | DITTRICH FINANCIAL GROUP | DAVID PETERSON, CFP | BOYUM BARENSCHEER WEALTH MANAGEMENT
CRD#: 284430 / SEC#: 801-108208
RIA
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Contact information
Main Address
7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347
Mailing Address
Phone number
(952) 843-4944
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (24 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,029 |
| AUM (Assets Under Management) | $ 1,029,281,614 |
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.
