Chase FelchleCRD 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.
Fsb Premier Wealth Management, Inc.
Heartland Financial Services, Ltd.
State Farm Investment Management Corp.
|Signator Investors, Inc.||Waterloo, IA||May 2016 - Current||1|
|Mcintee Financial Services||Waterloo, IA||Jun 2014 - Current||3|
|Transamerica Financial Advisors, Inc.||Waterloo, IA||Aug 2013 - Current||3|
|Financial Decisions Group||Waterloo, IA||Jul 2013 - Current||4|
|Transamerica Agency Network||Waterloo, IA||Jul 2013 - Current||4|
|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|
Total Assets Under Management2,196MILLIONS
Total Number of Accounts25,384ACCOUNTS
Average Account Value$86,500
- 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, 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