Charles Edward Jasicki

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/1999 → Present
  Jasicki Tax
  Bloomington, MN
• 01/2003 → 09/2025
  Avantax Investment Services, Inc.
  Champlin, MN
• 05/2004 → 09/2025
  Avantax Advisory Services
  Champlin, MN
• 09/2003 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Champlin, MN
• 01/2025 → Present
  Truplan Financial Advisors
  Champlin, MN
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Champlin, MN
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2014-01-08 → 2025-09-05
  Avantax Advisory Services
  Brooklyn Park, MN

Other Businesses

1) Champlin Pond Suites LLC 11108 Zealand Ave N Champlin MN 55316 Real Estate/Mortgage/Title Services/Appraisal President 12/1/2004 10hrs~0hrs Commercial Property Maintenance 2) Jasicki Tax and Financial Inc 11108 Zealand Ave N Ste 302 Champlin MN 55316 Tax Preparation/Accounting President 1/1/2005 140hrs~100hrs Tax planning and preparation 3) Champlin Business Park Association 11108 Zealand Ave N Ste 305 Champlin MN 55316 Other President 5/1/2006 5hrs~0hrs Manage Condo Association 4) Edge Aviation LLC 2555 Nevada Ave NE Blaine MN 55449 Rental Property Owner 1/1/2019 1hrs~0hrs Manage 5) EAA (EXPERIMENTAL AIRCRAFT ASSOCIATION) CHAPTER 237 POSITION: Board Member NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 8891 Airport Rd NE Box C-12, Blaine MN 55449, DESCRIPTION: Help Direct management of a non-profit organization 6) TRUPLAN FINANCIAL ADVISORS POSITION: Sub Rep NATURE: All aspects of financial planning and financial Management. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2025 ADDRESS: 11108 Zealand Ave N, Suite #302, Champlin MN 55316, United States DESCRIPTION: Meet with clients and prospects and discuss financial planning.

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-01-21

Designations

• Certified Financial Planner

Other Names

• Chuck Jasicki