Chase Leach (CRD# 5880479) is an Investment Advisor Representative working at Midwest Wealth Management Inc. in Topeka, KS and has over 13 years of experience in the finance industry.
CRD# 1186862
Proactive Capital Management, Inc.
CRD# 5479226
Cambridge Investment Research Advisors, Inc.
CRD# 6399978
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Midwest Wealth Management Inc. | Topeka, KS | Jan 2020 - Current | 4 |
| Midwest Wealth Management Inc. | Topeka, KS | May 2017 - Current | 6 |
| Midwest Tax & Financial | Topeka, KS | Mar 2007 - Current | 17 |
| Gradient Advisors, LLC | Arden Hills, MN | Mar 2012 - Jan 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2010 |
- KS
- MO
- TX
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts20ACCOUNTS
-
Average Account Value$40,000
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
KS, MO, TX
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