Charles Schoen Warner
Advisor at Warner Investments, LLC — Cimarron, KS
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
12 years
Location
Cimarron, KS
Charles Warner is the sole advisor at Warner Investments, LLC, an independent firm based in Cimarron, Kansas. He holds a Series 65 designation and has 12 years of industry experience. Prior to founding Warner Investments in 2017, he worked at Cimarron Capital Corporation for 23 years and Impala Advisers, LLC, where he maintains a bookkeeping business providing client and firm operations support. Warner Investments offers discretionary investment management to individuals, including high-net-worth clients, as well as corporations and business entities. The firm focuses primarily on capital appreciation through a range of securities, employing fundamental analysis to identify mispriced opportunities and uses limited technical analysis for timing decisions.
Based on Warner Investments, LLC
Up to 2.5% annually
Up to 20% of each investor’s quarterly net realized and unrealized profits with a high-water mark and loss carry-forward provision, applicable for qualified clients.
Account minimum: $100,000
Cimarron, KS
Cimarron KS
Advisors at this office
1
Kansas · Texas
12 years of industry experience
Warner Investments, LLC
2017 - Present • 9 years
Cimarron, KS
Gray County Dairy, LLC (DBA Spandet Dairy KS)
2015 - 2019 • 4 years
Cimarron, KS
Impala Advisers, LLC
2002 - 2006 • 4 years
Cimarron, KS
Cimarron Capital Corporation
1993 - 2016 • 23 years
Cimarron, KS
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