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Charles Erich Hellerich

Sunset Financial Services, Inc.

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About Charles Erich Hellerich

Charles Erich Hellerich is a financial professional in Kansas City, MO, and is currently registered with Sunset Financial Services, Inc. Charles has been in the industry since August 2024 and has passed the Series 6TO and SIE examinations.

Firm Information

Charles Hellerich is currently registered with Sunset Financial Services, Inc.. Sunset Financial Services, Inc. is a corporation formed on April 23, 1964, and is registered to provide investment advisory services in all 50 states and the District of Columbia. The firm has been involved in 9 regulatory events and 2 arbitration cases.

Not reported

Assets Under Management

Not reported

Total Clients

33

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Charles Hellerich’s Registration & Firm History

MO

08/17/2024 - Present

Sunset Financial Services, Inc. (KANSAS CITY MO)

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Licenses & Designations

BC

Issued 08/16/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/19/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Erich Hellerich.
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