Charles Kaschalk

Charles Kaschalk

Financial Advisor

Branch Coverage

  • Chesterfield Township
  • Shelby Township
  • St. Clair Shores

Chuck has lived in the Detroit area his whole life, and currently resides in Royal Oak where he has lived for the past 16 years. Growing up in Troy and graduating from Walsh College with a BA in Business with an emphasis on finance, he gives back to the community by raising service dogs for a local charity. So far, he has raised 6 puppies for the organization and has spent hours working with them to prepare them to be trained as formal service dogs for the charity’s clients. In his leisure time he enjoys golf, bowling, and traveling with friends and family. Some of his favorite destinations are national parks. 

Almost 25 years ago, Chuck started his career by performing estate planning and helping the owners of privately held businesses pass on their life's work to their next generation. Since then, he has worked at financial institutions where he has helped his clients start businesses, save for their children’s education, and prepare them to transition into their dream retirement. 

Chuck recently joined LPL Financial where he plans to provide quality services and guidance to credit union members.  As a MSGCU Investment Services Financial Advisor, Chuck provides client investment strategy oversight, financial planning, and technology support through LPL Financial, the largest independent broker-dealer* in the nation. Chuck currently holds FINRA Series 7, 63, 65 and 24 Principal registrations through LPL Financial. He has Life, Health, Disability and Variable Insurance licenses in Michigan. Financial advisors supported by LPL Financial are proud to be a source of objective advice for accumulating and managing personal wealth. 

Chuck currently has securities licenses in Michigan and Florida.

*As reported by Financial Planning Magazine, June 1996-2020, based on total revenue.

Phone 586.263.8800 x 399