Charles Caesar Werckenthien

Financial advisor at Securestate · Pendleton, IN

Last updated 2026-10-10

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Charles Caesar Werckenthien is a financial advisor at Securestate in Pendleton, IN, CRD 1009448. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2002-05-03.

Registration

CRD number
1009448
Registration status
Active
IAPD registration
2002-05-03
Industry Experience
24 years
Work Experience
30 years
States registered
IL, IN, TX

Licenses and exams

  • Series 63
  • Series 65

Designations

  • Chartered Financial Consultant

Work history

  • 1996-06 to Present · Securestate Financial Services · Indpls, IN
  • 2015-01 to 2020-08 · Cambridge Investment Research, Inc. · Fairfield, IA
  • 2015-01 to 2020-08 · Cambridge Investment Research Advisors, Inc. · Fairfield, IA
  • 2020-08 to Present · Private Client Services · Pendleton, IN
  • 2020-05 to Present · Securestate Financial Services Inc. · Pendleton, IN

Current employment

  • Securestate · Pendleton, IN

SEC IAPD record for Charles Caesar Werckenthien

About

Charles Caesar Werckenthien is a Chartered Financial Consultant financial advisor at Securestate in Pendleton, IN. Reported securities licenses include Series 63 and Series 65. The latest record indicates 24 years of industry experience and 30 years of reported work history. Reported roles include Private Client Services, Securestate Financial Services Inc., Securestate Financial Services, Cambridge Investment Research, Inc..

SEC disclosures list additional business and community activities: 1) Securestate Financial Services: Owner, president and financial advisor of the ria established to provide investment advice, asset/investment management and financial planning services (retirement planning, estate planning); 120 hours/month, 120 during trading hours.

Location

100 S Main St., Pendleton, IN 46064

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Official record

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