Charles
Lautz
Insight Securities, Inc
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About this Advisor
Charles Lautz is a financial advisor based out of Chula Vista, California with 2 years of relevant experience. Lautz is on the advisory team at Insight Securities, Inc. Over the course of their career, Lautz has held roles at Wells Fargo Clearing Services, LLC, Snowden Lane Partners, Bancwest Investment Services, Inc, Bank Of The West, Insight Securities, Inc, Wells Fargo Advisors LLC, Monex Securities, Inc, Monex Asset Management, Inc, Securities America, Inc and Pfg Advisors. Lautz holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in California. Insight Securities, Inc is a registered investment business based in Highland Park, IL. The investment advisory business has offices in five locations and a total of 24 employees. It oversees $163 million in assets among its 222 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 222 accounts, just 6% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules vary depending on which services the firm provides the client. Fees billed by Insight Securities, Inc most likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Insight Securities, Inc Brokerage Details
$162,911,061
24
222
$733,834
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Charles Lautz Work History
Charles has been registered as a financial advisor for 2 years.*
Insight Securities, Inc
Securities America, Inc
Pfg Advisors
Snowden Lane Partners
Bancwest Investment Services, Inc
Bank Of The West
Monex Securities, Inc
Monex Asset Management, Inc
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Charles Lautz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Insight Securities, Inc
Highland Park, IL
Highland Park, IL
Brooklyn, NY
Highland Park, IL
Miami, FL
El Paso, TX
El Paso, TX
Miami, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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