Charles
Trachsel

Retirement Plan Advisors, LLC

CRD#2453704
Investment Advisor
in Saint Peters, MO

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About this Advisor

Charles Trachsel is a financial advisor operating in Saint Peters, Missouri who has 17 years of relevant experience. Trachsel is currently employed by Retirement Plan Advisors, LLC. Throughout their career, they have worked at Foodmaker Franchises Inc, Cambridge Investment Research, Inc and Retirement Plan Advisors, LLC. Trachsel has Series 63 and Series 66 licenses, certifying them as a securities broker, and can serve investors in Missouri. Retirement Plan Advisors, LLC is a company headquartered in Chicago, IL. The firm has offices in 25 locations and a total of 37 financial advisors. It handles $1 billion in assets under management among its 7,033 client accounts, placing it among the larger financial advisory firms in the United States by assets under management. The business has a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors depend on which services the firm provides the client. Fees charged by Retirement Plan Advisors, LLC likely are comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1 Mid Rivers Mall Drive
Saint Peters, MO 63376

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Retirement Plan Advisors, LLC Brokerage Details

Total Assets Under Management

$1,097,395,708

MO Average: $6,674,516,078
Total Number of Employees

37

MO Average: 44
Total Number of Accounts

7,033

MO Average: 2,564
Average Account Size

$156,035

MO Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Charles Trachsel Work History

Charles has been registered as a financial advisor for 17 years.*

2006 - Present (18 years)

Retirement Plan Advisors, LLC

2005 - Present (19 years)

Cambridge Investment Research, Inc

1996 - Present (28 years)

Foodmaker Franchises Inc

*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 Trachsel 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 Retirement Plan Advisors, LLC

Scott Burbank
Chicago, IL
Debra Anton
Chicago, IL
Timothy Harden
Saint Peters, MO
Duncan Pray
Chicago, IL
Robert Mangano
Cherry Hill, NJ
Edna Delphin
Chicago, IL
Kenneth Mergen
Chicago, IL
Taylor Kistner
Chicago, IL

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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