CI
ChFC
CI
ChFC

Charles Richardson Ieuter

41 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingReal Estate InvestingInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,550 clients
Average Client Portfolio
$332K average
Assets Under Management
$514.3M

Fee Structure

Minimum Investment:$100K
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Location

200 Applebee St, Suite 208, Barrington, IL, 60010

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Charles provides investment advisory services through Sequoia Wealth Management and is also affiliated with Sequoia Financial Network. He is an independent agent offering life and health insurance, and is the President of Secure Futures Ltd. dealing with property and casualty insurance.

Employment History
Current Registrations
Sequoia Wealth Management, LLC
December 2014 - Present · 11 yrs 2 mos
LPL Financial LLCBroker
December 2014 - Present · 11 yrs 2 mos
Previous Registrations
New England Securities Corporation
November 1999 - December 2014 · 15 yrs 1 mo
New England SecuritiesBroker
September 1997 - December 2014 · 17 yrs 3 mos
Allmerica Investments, INC.Broker
December 1989 - September 1997 · 7 yrs 9 mos
Sma Equities, INC.Broker
July 1984 - December 1989 · 5 yrs 5 mos
State Registrations4 states
CACOFLIL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.