Charles Edward Schlegel

Current Employers

Employment History

• 06/2015 → 09/2018
  Kestra Financial
  Austin, TX
• 10/2018 → Present
  Schlegel Financial Group
  Selinsgrove, PA
• 11/2018 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2016-07-25 → 2018-09-21
  Kestra Advisory Services, Llc
  Chevy Chase, MD
  Austin, TX

Other Businesses

1. NAME OF OTHER BUSINESS: SCHLEGEL FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: 87 LORI LANE, SELINSGROVE, PA 17870 NATURE OF BUSINESS: ADMINISTRATIVE ASSISTANT REGISTERED START DATE: 10/2018 POSITION/TITLE/RELATIONSHIP: ADMINISTRATIVE ASSISTANT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: ACCOUNT MAINTENANCE AND SERVICING ; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FIXED INSURANCE ; START DATE: 10/2018 ; APX NUMBER OF HOURS PER WEEK: 2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 2 ; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE; 3. NAME OF OTHER BUSINESS: SCHLEGEL FINANCIAL GROUP; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 11/2024, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES & SALE/SERVICE OF FIXED INSURANCE;

Exams

• S66 Uniform Combined State Law Examination
  2016-07-19

Designations

Other Names

• Charles Edward Schlegel
• Charles Edward Schlegel