Charlie Nicholas Hasel
Investment adviser representative at Kestra Advisory Services, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$79.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Kestra Advisory Services, LLCMar 2024 to now
- Kestra Investment Services, LLCMar 2024 to now
- Element Wealth AdvisorsJun 2023 to Feb 2024
- Florida State UniversityAug 2019 to May 2023
- High School EducationFeb 2014 to Jul 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7783466
- Firm CRD
- 283330