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Charles Sleezer

28 Years of Experience
Naperville, IL
Broker

Charles Sleezer is a registered investment advisor at Wells Fargo Advisors, based in Naperville, IL, with 28 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

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

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Location

400 East Diehl Rd, Suite 330, Naperville, IL, 60563

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Charles holds 50% ownership in Lakeside Enterprises of Illinois LLC and CC Properties LLC, both holding residential rental properties, and 35% ownership in Siracusano - Sleezer LLC, a business expensing practice. He also holds power of attorney for his father and mother, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Wells Fargo Advisors
December 2003 - Present · 22 yrs 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
December 2003 - Present · 22 yrs 5 mos
Previous Registrations
UBS Financial Services INC.
April 2002 - December 2003 · 1 yr 8 mos
UBS Financial Services INC.Broker
January 2002 - December 2003 · 1 yr 11 mos
Edward JonesBroker
July 1997 - January 2002 · 4 yrs 6 mos
State Registrations43 states
ALARAZCACOCTDCDEFLGAIAILINKSKYLAMAMDMEMIMNMOMSNCNENJNMNVNYOHOKORPASCTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.