Charles Thomas Schaetzle

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

• 03/1990 → 09/2025
  Avantax Investment Services, Inc.
  Scottsdale, AZ
• 08/1993 → 09/2025
  Avantax Advisory Services
  Scottsdale, AZ
• 01/1990 → Present
  Charles Schaetzle Cfp, Ea
  Scottsdale, AZ
• 10/1995 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Scottsdale, AZ
• 10/1995 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Scottsdale, AZ
• 10/1995 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Scottsdale, AZ
• 10/1995 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Scottsdale, AZ
• 10/1995 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Scottsdale, AZ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Scottsdale, AZ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2006-02-27 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Scottsdale, AZ

Other Businesses

1) American Living Trust Services~'NIR'~7726 S. Apricot Drive~Tempe~AZ~85284~Professional Services - Business/Individual~Sales Associate/Executive~1/1/1998~4hrs~0hrs~Completing estate planning questionnaire 2) Blue Cross/Blue Shield Health Insu~'NIR'~6847 E. Thomas Road~Scottsdale~AZ~85251~Independent Insurance Agent~Insurance Sales Agent~4/29/2004~2hrs~2hrs~Recommending Health Insurance policies and completeing applications 3) Charles Schaetzle~'NIR'~6847 E. Thomas Rd~Scottsdale~AZ~85251~Tax Preparation/Accounting~Tax Preparation/Accounting~1/1/1995~50hrs~20hrs~Tax Preparation 4) Charles Schaetzle CFP, EA~'NIR'~6847 E. Thomas Road~Scottsdale~AZ~85251~Tax Preparation/Accounting~Tax Preparation/Accounting~1/1/1990~80hrs~80hrs~Preparing Federal & State Income Tax Returns

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-19
• S63 Uniform Securities Agent State Law Examination
  1990-06-12

Designations

• Certified Financial Planner

Other Names

• Chuck Schaetzle
• Charles Thomas Schaetzle