CH
CFP · ChFC
CH
CFP · ChFC

Charles Hahn

44 Years of Experience
Mansfield, OH
2 DisclosuresBrokerSells Insurance

Charles Hahn is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Mansfield, OH, with 44 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

108 North Main Street, Rear Building, Mansfield, OH, 44902

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2004
Settled
Customer Dispute
May 2001
Settled
Other Business ActivitiesSells Insurance

Charles sells fixed insurance products with various companies since 1980, dedicating a few hours per week. He is also an owner and financial advisor at Cleveland Financial Group since 2003, spending nearly full-time hours there.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
May 2024 - Present · 2 yrs
Cetera Investment Advisers LLC
May 2024 - Present · 2 yrs
Previous Registrations
Lincoln Financial Advisors Corporation
February 2003 - May 2024 · 21 yrs 3 mos
Lincoln Financial Advisors CorporationBroker
February 2003 - May 2024 · 21 yrs 3 mos
The Lincoln National Life Insurance CompanyBroker
February 2003 - May 2006 · 3 yrs 3 mos
New England SecuritiesBroker
November 1981 - March 2003 · 21 yrs 4 mos
State Registrations15 states
ALAZFLGAILINKYMIMONCNYOHSCTNVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.