Boe & Hanlin Investment Management, LLC

About Us

We have the knowledge, training, and resources to help our clients succeed financially. Our goal is to provide superior client service. We believe a long-term relationship is built on the trust earned through integrity, hard work and service.

Location  

We’re conveniently located. Give us a call or stop by.

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Our Commitment to You  

We’ll make financial and investment recommendations with your best interest at heart.

Meet Our Team

Charles E. Boe, CFP®

Senior Financial Advisor
CERTIFIED FINANCIAL PLANNER™

Phone: 815.338.9400
Email: ceboe@wfafinet.com
Charles Boe started his career as a Financial Advisor in 1980 with American Express Financial Advisors. In 1982, he was promoted to District Manager and held that position until 1994 when he joined Merrill Lynch in Crystal Lake as a Financial Advisor. In 2000, he joined Morgan Stanley Dean Witter in Crystal Lake until forming Boe & Hanlin Investment Management, LLC associated with Wells Fargo Advisors Financial Network in Woodstock in 2005.

Charles graduated from Western Illinois University in 1976 with a Bachelors of Business focused in Finance. He obtained his CFP® in 1987. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP, which it awards to individuals who successfully complete initial and ongoing certification requirements. Charles currently holds the Series 3, 7, 24, 63 and 65 registrations and applicable insurance licenses.  CA Insurance License Number 0H03652.  Resident State IL

Charles was born and raised in Somonauk, Illinois and graduated from Somonauk High School in 1972. He moved to Woodstock in 1977 to start his family and career. Charles is married to Angela (Dahm), a retired elementary art teacher for District 47 in Crystal Lake. They have one daughter, Jacquelyn (Boe) Lawler and two grandchildren, Emily and Dylan Lawler.

John R. Hanlin

Financial Advisor

Phone: 815.338.9400
Email: jrhanlin@wfafinet.com
Why Invest With Us

Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

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Why Invest With Us

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AR, AZ, CA, CO, FL, IA, IL, IN, KY, MN, MO, MS, NC, NM, OH, TN, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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