Charles “Charlie” Trauger is a Retail Investment Officer and Financial Advisor at Cornerstone Investments located at Cornerstone Bank in York, NE. Charlie works with client’s regarding their wealth management and financial planning needs including retirement, college savings, and employer retirement plans.
Charlie joined Cornerstone Bank in March of 2017. He began his investing career in 1985 but changed direction working for various software companies providing market data, trading tools and risk management applications. Returning to the investments arena in 2017, he has completed the series 7 and 66 investment license requirements. He is a graduate of the University of Nebraska with a BS degree in agriculture.
Charlie also manages the family farm which is rented out. He is a member of the Fillmore County Development Corporation, Fillmore County Foundation and president of the York Noon Sertoma club. When not at work, Charlie enjoys golf, reading and spending time with friends. Charlie lives in Exeter, NE with his wife Lynette, and has two children, Tyler and Nicole and son-in-law Chad, all located in Omaha.