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Charles H. Self III

Helping financial advisors become more profitable by providing low cost investment solutions.

Isectors, LLC

Appleton

WI

Contact Me

Overview

Services

Advisor Services

  • Pension Consulting
    • -401k
    • -403b
    • -457
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Qualifications

Experience

No timeline events available.
Employer Years Dates
Isectors LLC 3 years, 3 months Mar 2014 - Present
Pension Consultants, Inc. 5 months Sep 2013 - Feb 2014
First Midwest Bank 1 year, 10 months Feb 2011 - Dec 2012
B.C. Ziegler and Company 1 year, 7 months Feb 2009 - Sep 2010
Deerfield Capital Management 4 years, 11 months Mar 2004 - Feb 2009

Designations & Memberships

  • Chartered Financial Analyst Institute
    Membership
    Chartered Financial Analyst Institute
  • Chartered Financial Analyst
    Designation
    Chartered Financial Analyst
    Widely considered the gold standard for investment professionals, this six decade old charter is only given to designees who can demonstrate competence, integrity, and dedication to the field of investment management.

Articles and Answers

Insights by Charles Self

ETF Hits & Misses For 2016
Published 2017-04-11 17:32:49
Post-MPT 4th Quarter Update
Published 2015-10-08 16:32:34
Why REITs Should be in a Retirement Portfolio
Published 2015-08-11 07:08:53
2015 Market Outlook
Published 2015-07-02 13:52:03
e.g. Guide to Financial Planning
Published 2015-04-13 12:35:30
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    Searching for Fee only financial planner in Shawno/Green Bay/Appleton WI area to assist my MIL with financial planning.
    I am the Chief Investment Officer of Sumnicht & Associates, located by the Appleton airport. Vern Sumnicht, the Founder and CEO of the firm, has been in the business for 30 years and would be happy to talk with her. Please contact me at 920-257-5168....  (more)
    Answered Aug 2014
    Should I invest in life insurance?
    Although there are uses for life insurance, one should not "invest" in insurance for the following reasons:1. You are mainly paying for protection for when you die. The insurance charges eat up your returns.2. Although you can borrow from it, you are not able to get even the money you put into ...  (more)
    Answered Apr 2015
    How important is picking mutual funds with 4 or 5 stars from Morningstar versus funds with extremely low fees?
    If your interest in academic research on the effectiveness of the Morningstar rating system, you may be interested in these papers:Antypas, Antonios and Caporale, Guglielmo Maria and Kourogenis, Nikolaos and Pittis, Nikitas, Selectivity, Market Timing and the Morningstar Star-Rating System (April 1...  (more)
    Answered Mar 2015
    My mom gets an old retirement from my dad. How do I change her address for her checks?
    Assuming they are physical checks, start by looking at the envelope and additional information that come with the checks. If there is contact information on any of it, utilize it to send a letter, email or call. Also, she should receive plan information on an annual basis. See if she has saved an...  (more)
    Answered Dec 2015
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Mar 19, 2014
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        None
      • as of date
        Nov 10, 2016
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Advisor

      Last updated on Nov. 11, 2016
        • $187.0M
          Total Assets Under Management
        • $0
          Total Assets Under Advisement
        • 2K
          number of clients
        • $85.0K
          Estimated Average Account Balance Per Client

      Isectors, LLC

      Last updated on March 27, 2017
        • $21.2M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 71
          Accounts
        • $298.7K
          Estimated Average Account Balance

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Other