Charles Edward Singer

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 02/2013 → 11/2016
  Wells Fargo Advisors Llc
  Indianapolis, IN
• 11/2016 → 06/2022
  Wells Fargo Clearing Services, Llc
  Indianapolis, IN
• 06/2022 → Present
  Wells Fargo Advisors Financial Network, Llc
  Indianapolis, IN

Previous Registrations

• 2013-02-25 → 2022-06-10
  Wells Fargo Clearing Services, Llc
  Indianapolis, IN
• 2010-01-07 → 2013-02-27
  Robert W. Baird & Co. Incorporated
  Indianapolis, IN
• 2009-06-01 → 2010-01-20
  Morgan Stanley
  Indianapolis, IN
• 1996-11-27 → 2009-06-01
  Citigroup Global Markets Inc.
  Indianapolis, IN

Other Businesses

RENTAL PROPERTY; INV RELATED; PANAMA CITY BEACH, FL; 100% OWNERSHIP; START 02/26/11; 2 HRS PER MONTH; 0 DURING TRADING HOURS. OWNER OR RENTAL 853 WEALTH MANAGEMENT, LLC, INVT RELATED, INDIANAPOLIS, IN, 33.3% OWNERSHIP, START DATE 6/10/2022, 175 HRS PER MONTH, 6.5 HRS DURING TRADING, FINET PRACTICE. CHASSINGER FINANCIAL, INVT RELATED, CARMEL, IN, 50% OWNERSHIP, START DATE 6/10/2022, 4 HRS PER MONTH, 0 HRS DURING TRADING, S-CORP FOR FINET PRACTICE.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-07-31
• S63 Uniform Securities Agent State Law Examination
  1980-02-12

Designations

• Certified Financial Planner