Charles S. Henry

CSH INVESTMENT MANAGEMENT

TAYLORVILLE, IL 62568

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CRD#: 2457602

Professional summary

Charles Steve Henry, CFP® is a registered financial advisor currently at CSH INVESTMENT MANAGEMENT located in Taylorville, Illinois.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Charles has worked at 4 firms and has passed the Series 63, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

CSH HOLDINGS INC. PRESIDENT MANAGE TAX AND ACCOUNTING FRANCHISES.10-30 HRS MONTH CSH PROPERTIES INC.PRESIENT REAL ESTATE INVESTMENT AND MANAGEMENT. 0-5 HRS MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Steve Henry's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1998

Experience

Current

October 20, 2003 - Present

CSH INVESTMENT MANAGEMENT

Office #1: 926 W Spresser, Taylorville, IL 62568

RIA

CRD#: 128032

TAYLORVILLE, IL

Past

October 7, 2003 - December 31, 2004

ASSIST INVESTMENT MANAGEMENT COMPANY, INC.

CRD#: 34902

LEAWOOD, KS

Past

February 22, 1998 - October 2, 2003

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

TAYLORVILLE, IL

Past

April 18, 1994 - October 1, 2003

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(10/20/2003)

IAR

Missouri
(12/8/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 4/8/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/30/1995

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/8/1994

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/23/1999

General Securities Principal Examination

Current Firm

CSH INVESTMENT MANAGEMENT

CSH FINANCIAL SERVICES | HENRY, CHARLES STEVE | CSH INVESTMENT MANAGMENT LLC | CSH INVESTMENT MANAGEMENT LLC | CSH INVESTMENT MANAGEMENT

CRD#: 128032 / SEC#:

Illinois

Registered Investment Advisory firm - (10/20/2003 Approved)

Missouri

Registered Investment Advisory firm - (2/4/2008 Approved)

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Contact information

Main Address

926 W. Spresser, Taylorville, IL 62568

Mailing Address

Po Box 736, Taylorville, IL 62568

Phone number

(217) 824-4211

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	306
AUM (Assets Under Management)	$ 49,048,268

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Charles S. Henry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Steve Henry's CRS (Customer Relationship Summary).

Certified licenses

Experience

CSH INVESTMENT MANAGEMENT

ASSIST INVESTMENT MANAGEMENT COMPANY, INC.

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 4/8/1994

Series 7

Date: 6/30/1995

Series 6

Date: 4/8/1994

Series 24

Date: 9/23/1999

Current Firm

CSH INVESTMENT MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CSH INVESTMENT MANAGEMENT

TRUST BUT VERIFY

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