Charles Kaschalk
Charles Kaschalk is a registered investment advisor at LPL Financial LLC, based in Shelby Township, MI, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
48945 Hayes Road, Shelby Township, MI, 48315
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2009Customer Dispute
February 2003Other Business ActivitiesSells Insurance
Charles operates under the DBA MSGCU Investment Services for his LPL business since 2020. He also works with The Retirement Agency and Prosperity Advantage Marketing, both involving non-variable insurance, and owns rental real estate, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Huntington Financial Advisors
The Huntington Investment CompanyBroker
Allstate Financial Services, LLCBroker
Natcity Investments, INC.Broker
Comerica SecuritiesBroker
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,inc.Broker
State Registrations6 states
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.