Charles Werckenthien (CRD# 1009448) is an Investment Advisor Representative working at Securestate in Pendleton, IN and has over 26 years of experience in the finance industry.
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6394717
Sanctuary Advisors, LLC
CRD# 1660255
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Client Services | Pendleton, IN | Aug 2020 - Current | 3 |
| Securestate Financial Services Inc. | Pendleton, IN | May 2020 - Current | 3 |
| Securestate Financial Services | Indpls, IN | Jun 1996 - Current | 27 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jan 2015 - Aug 2020 | 5 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jan 2015 - Aug 2020 | 5 |
| National Planning Coporation | Pendleton, IN | Jan 2003 - Dec 2014 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1997 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1999 |
- IL
- IN
- TX
-
Total Assets Under Management74MILLIONS
-
Total Number of Accounts519ACCOUNTS
-
Average Account Value$142,732
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IL, IN, TX
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