Charles Schlegel
Charles Schlegel is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Sunbury, PA, with 10 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
40 N. Front St, Sunbury, PA, 17801
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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 works as an administrative assistant for Schlegel Financial Group and as a financial professional for Schlegel Financial Group, dedicating full-time hours to these roles. Additionally, Charles works as an insurance agent selling life, health, disability, annuities, and long-term care insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
State Registrations2 states
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