Charles Ieuter, financial advisor Northfield IL
96 score

Charles Ieuter

CRD Number: 1254886
Current Firm: Sequoia Wealth Management, LLC

Charles Ieuter (CRD# 1254886) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in Northfield, IL and has over 28 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lpl Financial Northfield, IL Dec 2014 - Current 2
Sequioa Wealth Management, LLC Hoffman Estates, IL Dec 2014 - Current 2
Secure Futures, Ltd. Chicago, IL Jun 1983 - Current 33
Secure Futures Insurance Agency Chicago, IL Jun 1983 - Current 33
New England Securities Chicago, IL Sep 1997 - Dec 2014 17
New England Financial Chicago, IL Sep 1997 - Dec 2014 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1988
Contact Info for Charles R. Ieuter
Phone Number: 847-310-5900
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    283
    MILLIONS
  • Total Number of Accounts
    2,331
    ACCOUNTS
  • Average Account Value
    $121,473
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, DE, FL, IA, IL, IN, LA, MA, MI, MN, MO, NC, NJ, NY, OH, PA, TN, TX, VA, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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