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Charles Schorgl

Wells Fargo Advisors
40 Years of Experience
Leawood, KS
1 DisclosureBroker
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Charles Schorgl is a registered investment advisor at Wells Fargo Advisors, based in Leawood, KS, with 40 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

4000 W. 114th ST. STE 180, Leawood, KS, 66211

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History

Regulatory History (1)
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Customer Dispute
August 2010
Award / Judgment
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Other Business Activities

Charles has 100% ownership in CLS23 LLC and 53.50% ownership in Intellego Investment Partners LLC. Both are investment-related and take up Charles's full-time work hours.

Employment History
Current Registrations
Wells Fargo Advisors
July 2023 - Present · 3 yrs 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2023 - Present · 3 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
December 2012 - July 2023 · 10 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
December 2012 - July 2023 · 10 yrs 7 mos
Morgan Stanley
June 2009 - December 2012 · 3 yrs 6 mos
Morgan StanleyBroker
June 2009 - December 2012 · 3 yrs 6 mos
Citigroup Global Markets INC.
November 1995 - June 2009 · 13 yrs 7 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
April 1988 - July 1993 · 5 yrs 3 mos
E. F. Hutton & Company INCBroker
October 1985 - April 1988 · 2 yrs 6 mos
State Registrations37 states
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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.
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