Charles Ian Kasner

Employer firm

Charles Kasner Registered Investment Advisor LLC CRD 323675

$6.17M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → 07/2020
  Atlas Wealth Management Group, Llc
  Irvine, CA
• 09/2020 → Present
  Charles Kasner Registered Investment Advisor Llc
  Clermont, FL
• 07/2023 → Present
  Charles Kasner Registered Investment Advisor Llc
  Clermont, FL

Previous Registrations

• 2015-12-02 → 2020-07-24
  Atlas Wealth Management Group, Llc
  Irvine, CA
• 2011-11-08 → 2015-12-07
  Cambridge Investment Research Advisors, Inc.
  Santa Ana, CA
  Santa Ana, CA
• 2006-08-30 → 2011-11-17
  Lpl Financial Llc
  Tustin, CA
  Anaheim, CA
  Tustin, CA
• 2009-03-16 → 2009-11-06
  The Estate Management Group, Inc.
  Valencia, CA
• 2005-02-02 → 2006-09-06
  Next Financial Group, Inc.
  Tustin, CA
• 2002-12-04 → 2005-02-15
  Equitable Advisors, Llc
  Irvine , CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-16
• S66 Uniform Combined State Law Examination
  2002-12-02

Other Names

• Chuck Kasner
• Charles I Kasner