Chase Felchle, financial advisor Waterloo IA
89 score

Chase Felchle

CRD Number: 6210927
Current Firm: Signator Investors, Inc.

Chase Felchle (CRD# 6210927) is an Investment Advisor Representative working at Signator Investors, Inc. in Waterloo, IA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Signator Investors, Inc. Waterloo, IA May 2016 - Current < 1
Mcintee Financial Services Waterloo, IA Jun 2014 - Current 2
Transamerica Financial Advisors, Inc. Waterloo, IA Aug 2013 - Current 3
Financial Decisions Group Waterloo, IA Jul 2013 - Current 3
Transamerica Agency Network Waterloo, IA Jul 2013 - Current 3
Principal Financial Group Cedar Falls, IA Aug 2012 - Jul 2013 < 1
Cuna Mutual Group Waverly, IA May 2012 - Jul 2012 < 1
University Of Northern Iowa Cedar Falls, IA Aug 2011 - May 2012 < 1
Felchle Farms Denhoff, ND May 2011 - Aug 2011 < 1
Best Western Ramkota Hotel Bismarck, ND Dec 2010 - May 2011 < 1
Herbergerapos;s Bismarck, ND Dec 2010 - May 2011 < 1
Felchle Farms Denhoff, ND May 2010 - Nov 2010 < 1
Starion Financial Bismarck, ND Dec 2009 - May 2010 < 1
Felchle Farms Denhoff, ND May 2008 - Dec 2009 1
Starion Financial Bismarck, ND Nov 2008 - May 2009 < 1
Student Goodrich, ND Jun 2003 - May 2008 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2013
S63 Uniform Securities State Law Examination Aug 2013
Contact Info for Chase G. Felchle
Phone Number: 800-543-6611
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    2,196
    MILLIONS
  • Total Number of Accounts
    25,384
    ACCOUNTS
  • Average Account Value
    $86,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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