Colin Chase, financial advisor Chicago IL

Colin Chase

CRD Number: 4365511
Current Firm: Mindful Money Financial Counsel, LLC

Colin Chase (CRD# 4365511) is an Investment Advisor Representative working at Mindful Money Financial Counsel, LLC in Chicago, IL and has over 21 years of experience in the finance industry. Colin Chase has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mindful Money Financial Counsel Chicago, IL Sep 2010 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2001
S66 NASAA Uniform Combined State Law Examination Nov 2003
Contact Info for Colin C. Chase
Phone Number: 312-846-1437
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States

IL

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