Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Trachsel is a financial professional with over 25 years of experience in the industry. Charles is currently registered with Retirement Plan Advisors, LLC, and has been with the firm since January 2006. Charles is licensed to provide financial advice in 10 states, including Arizona, Arkansas, Florida, Georgia, Illinois, Maryland, Missouri, New Mexico, Tennessee, and the District of Columbia. Charles has experience working with a variety of clients, including high-net-worth individuals, pooled investment vehicles, individuals other than high-net-worth, and state or municipal government entities.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MO
02/17/2006 - Present
Retirement Plan Advisors, LLC (ST. PETER'S MO)
IA
06/13/2000 - 12/31/2000
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
OH
10/23/1995 - 05/29/1998
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
MO
06/13/1995 - 10/12/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
MO
05/25/1994 - 02/27/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 10/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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