CS
CFP
CS
CFP

Charles Singer

46 Years of Experience
Indianapolis, IN
1 DisclosureBroker

Charles Singer is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Indianapolis, IN, with 46 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

9445 Delegates Row, Indianapolis, IN, 46240

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 1999
Settled
Other Business Activities

Charles owns rental property in Panama City Beach, FL, dedicating minimal time to it. He also has ownership stakes in 853 Wealth Management, LLC and Chassinger Financial, dedicating nearly full-time hours to 853 Wealth Management and minimal time to Chassinger Financial.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
June 2022 - Present · 3 yrs 11 mos
Wells Fargo Advisors
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
February 2013 - June 2022 · 9 yrs 4 mos
Wells Fargo Clearing Services, LLC
February 2013 - June 2022 · 9 yrs 4 mos
Robert W. Baird & CO. Incorporated
January 2010 - February 2013 · 3 yrs 1 mo
Robert W. Baird & CO. IncorporatedBroker
January 2010 - February 2013 · 3 yrs 1 mo
Morgan Stanley Smith Barney LLC
June 2009 - January 2010 · 7 mos
Morgan Stanley Smith BarneyBroker
June 2009 - January 2010 · 7 mos
Citigroup Global Markets INC.
November 1996 - June 2009 · 12 yrs 7 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
February 1988 - July 1993 · 5 yrs 5 mos
E. F. Hutton & Company INCBroker
March 1985 - February 1988 · 2 yrs 11 mos
Thomson Mckinnon Securities INC.Broker
January 1980 - March 1985 · 5 yrs 2 mos
State Registrations34 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Charles Singer - Financial Advisor | TrueAdvisor