Charles Wimsatt
Charles Wimsatt is a registered investment advisor at Cetera Investment Advisers LLC, based in Florence, KY, with 27 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
7310 Turfway Road, Suite 550, Florence, KY, 41042
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Charles is involved in three outside business activities. He is the president of Renaissance Capital Management, Inc., spending about a quarter of his time on management and administration. He is also a member of RC Tax Group, spending a few hours per week on tax preparation activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Securities America, INC.Broker
1st Global Capital CORP.Broker
State Registrations7 states
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