Chase KallenCRD Number: 6651134
Current Firm: Cetera Investment Advisers LLC
Chase Kallen (CRD# 6651134) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Farmington Hills, MI and has over 3 years of experience in the finance industry.
Lpl Financial LLC
Savant Wealth Management
Strategic Blueprint, LLC
|Cetera Investment Services LLC||St Cloud, MN||Mar 2021 - Current||< 1|
|Cetera Investment Advisers LLC||Farmington Hills, MI||Mar 2021 - Current||< 1|
|The State Bank||Farminton Hills, MI||Mar 2021 - Current||< 1|
|Raymond James||Birmingham, MI||May 2018 - Apr 2021||2|
|Michigan State University||East Lansing, MI||Aug 2014 - May 2018||3|
|Walled Lake Northern High School||Commerce Twp., MI||Aug 2011 - Jun 2014||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2018|
Total Assets Under Management28,326MILLIONS
Total Number of Accounts129,758ACCOUNTS
Average Account Value$218,298
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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