Advisor at Triton Investments, LLC
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Firm
Triton Investments, LLC
Location
Bismarck, ND 58503
Credentials
Series 65
Industry experience
8 years
Charles Coleman is a financial advisor at Triton Investments, LLC in Bismarck, ND, holding a Series 65 designation with eight years of industry experience. He previously worked at Regal Investment Advisors and has a background that includes roles outside the financial sector. Triton Investments provides discretionary portfolio management primarily for individual and high-net-worth clients, with a focus on modern portfolio theory, long-term trading, and passive index ETF strategies. The firm manages approximately $17 million in client assets and customizes investment policies based on client objectives.
$0 - $99,999: 0.70% $100,000 - $999,999: 0.65% $1,000,000 - $1,999,999: 0.60% $2,000,000 - $4,999,999: 0.55% $5,000,000 - And Up: 0.50%
Fee-only: Asset-based portfolio management fees billed monthly in arrears; no commissions; no performance fees.
201 Slate Drive, Suite 5
Bismarck, ND 58503
Minnesota · North Dakota
Triton Investments, LLC
2018 - Present (8 years)
Triton Investments, LLC
2018 - Present (8 years)
Unemployed
2018 - 2018 (1 year)
Regal Investment Advisors
2017 - 2018 (1 year)
Unemployed
2017 - 2017 (1 year)
Sanford Health
2017 - 2017 (1 year)
Shiloh Christian School
2016 - 2017 (1 year)
Chili's Bar and Grill
2016 - 2016 (1 year)
Full Time Education
2015 - 2016 (1 year)
Azusa Pacific University
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65, Series 66
Bismarck, ND
Dakota Wealth Advisors LLC
CFP®, Series 63, Series 65
Bismarck, ND
Fleischer & Johnson Wealth Management, Inc.
CFP®, Series 66
Bismarck, ND
Capital City Wealth Management, Inc.
CFP®, Series 66
Mandan, ND
Bona Fide Finance
Series 63, Series 65
Bismarck, ND
Triton Investments, LLC
Series 63, Series 65
Bismarck, ND
WNNW Wealth
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