Charles Schaetzle is a CFP-designated registered investment advisor, based in Scottsdale, AZ, with 35 years of industry experience.
Location
6847 E Thomas Road, Suite #2, Scottsdale, AZ, 85251
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Charles is involved in several outside business activities. He works as a sales associate for American Living Trust Services, an insurance sales agent for Blue Cross/Blue Shield, and provides tax preparation/accounting services, dedicating about half of his time to the latter.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations13 states
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