Charles Flecke

Senior Trader

Fax (314)-884-2819

Office locations
Creve Coeur, MO

About Charles Flecke

Charles Flecke is a Senior Trader at Krilogy, where he executes trades on behalf of clients and manages the Firm’s investment models, making sure client portfolios stay aligned with their Risk Tolerance as well as executing model updates efficiently. He joined Krilogy in 2021 and has more than 9 years of experience in financial services, with deep roots in Fixed Income trading.

Before Krilogy, Charles worked on the Fixed Income trading desk at Wells Fargo Advisors, supporting a team focused on Municipal bond buying for High-Net worth clients. That experience gave him a deep understanding of syndicate offerings, including IPOs, Treasury auctions, and new-issue CDs, along with secondary Fixed Income trading knowledge in Municipal, Corporate, Treasury, Agency and Unit Investment Trusts (UITs). He holds his Series 7, 63, and 52 licenses and earned a BA in Business Management with an emphasis in Risk Management from the University of Missouri in Columbia.

Today, Charles serves on the Krilogy Portfolio Solutions (KPS) team, as well as Krilogy’s Investment Committee and Artificial Intelligence Committee. He brings an enthusiastic, analytical approach to the trade desk and enjoys learning new ideas and putting them to work for advisors and their clients.

Get to know Charles

What I love about my work

Achieving best execution on large block trades. A few pennies saved per trade on a $10 million block execution can add up to thousands of dollars, and that directly benefits client pricing. We strive for best execution on everyday trades too, aiming for the lowest-priced offer when buying and the highest-priced bid when selling, and those savings add up quickly. I also keep a close eye on Mutual Fund and ETF transaction fees. Many clients don't know that Mutual Funds offer multiple share classes, some that have no Transaction Fees or that have a lower expense ratio compared to others. Each quarter we review client mutual fund holdings to help make sure they're in the lowest-cost share class available.

How I help clients

Advisors and clients count on our trading team for clarity, consistency, and dependability. Every account gets the same level of care and attention, no matter the amount of assets. That consistency gives advisors and their clients peace of mind that we're doing everything in our power to manage their assets with care.

Outside the office

I was born and raised in St. Louis, and most of my family is still there. Today I live in Washington, D.C., with my wife, Katie, and our dog, Max, though I still cheer on the Cardinals and Blues from afar.

When I'm not on the Trade Desk, I enjoy being outdoors. I play soccer and pickleball, go sailing, and make time for trout fishing whenever I can. I'm also a proud supporter of Flags of Valor, BackStoppers, and St. Jude Children's Research Hospital.