Charles Wiegand (CRD# 7696348) is an Investment Advisor Representative working at Lpl Financial LLC in Riverside, IL and has over 2 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Riverside, IL | Feb 2023 - Current | 1 |
| Unemployed | Riverside, IL | Jun 2021 - Feb 2023 | 1 |
| Depaul University | Chicago, IL | Jan 2020 - Jun 2021 | 1 |
| Unemployed | Riverside, IL | Jul 2019 - Jan 2020 | < 1 |
| Chicago Event Management | Chicago, IL | Feb 2015 - Jul 2019 | 4 |
| Unemployed | La Grange, IL | Dec 2014 - Feb 2015 | < 1 |
| The Runner's Soul, LLC | La Grange, IL | Aug 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2022 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- IL
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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