Chelsei Latsch (CRD# 7090874) is an Investment Advisor Representative working at Antonelli Financial Advisors, LLC in Grosse Pointe, MI and has over 5 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4713729
Bernard Wealth Management Corp.
CRD# 4216990
Strategic Blueprint, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Antonelli Financial Advisors | Grosse Pointe, MI | Nov 2017 - Current | 6 |
| Comerica Bank | Detroit, MI | May 2017 - Nov 2017 | < 1 |
| Texas Roadhouse | Madison Heights, MI | Jun 2014 - May 2017 | 2 |
| Sports Authority | Auburn Hills, MI | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2019 |
- MI
-
Total Assets Under Management139MILLIONS
-
Total Number of Accounts413ACCOUNTS
-
Average Account Value$337,409
- 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
- Selection of other advisers (including private fund managers)
MI, TX
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