Chatterton & Associates, The Wealth Management Team, Inc.

Chatterton & Associates, The Wealth Management Team, Inc. (CRD# 132295) is a financial advisory firm headquartered in Anaheim, CA. They manage $515,172,000 in 1,741 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    515
    MILLION
  • Total Number of Accounts
    1,741
    ACCOUNTS
  • Average Account Value
    $295,906
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, OR, TX, UT

Financial Advisors at Chatterton & Associates, The Wealth Management Team, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Robert D. Chatterton
CRD#: 2572846
3061 E. La Palma Ave., Anaheim, CA 92806
96
Wealthminder
score

Robert Chatterton (CRD# 2572846) is an Investment Advisor Representative working at Chatterton & Associates, The Wealth Management Team, Inc. in Anaheim, CA and has over 22 years of experience in the finance industry. Robert Chatterton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Tami J. Mehlbrandt
CRD#: 2966907
3061 E. La Palma Ave., Anaheim, CA 92806
93
Wealthminder
score

Tami Mehlbrandt (CRD# 2966907) is an Investment Advisor Representative working at Chatterton & Associates, The Wealth Management Team, Inc. in Anaheim, CA and has over 15 years of experience in the finance industry.

3
Eric Y. Oh
CRD#: 5488041
3061 E. La Palma Ave., Anaheim, CA 92806
93
Wealthminder
score

Eric Oh (CRD# 5488041) is an Investment Advisor Representative working at Chatterton & Associates, The Wealth Management Team, Inc. in Anaheim, CA and has over 9 years of experience in the finance industry.

4
Cameron K. Jalbert
CRD#: 6114802
3061 E. La Palma Ave., Anaheim, CA 92806
90
Wealthminder
score

Cameron Jalbert (CRD# 6114802) is an Investment Advisor Representative working at Chatterton & Associates, The Wealth Management Team, Inc. in Anaheim, CA and has over 4 years of experience in the finance industry.

5
Larry L. Grandfield
CRD#: 1999683
3511 N Tustin St, Ste 105, Orange, CA 92865
87
Wealthminder
score

Larry Grandfield (CRD# 1999683) is an Investment Advisor Representative working at Chatterton & Associates, The Wealth Management Team, Inc. in Orange, CA and has 1 year of experience in the finance industry.

6
Kyle P. Schneider
CRD#: 2931740
3061 E. La Palma Ave., Anaheim, CA 92806
86
Wealthminder
score

Kyle Schneider (CRD# 2931740) is an Investment Advisor Representative working at Chatterton & Associates, The Wealth Management Team, Inc. in Anaheim, CA and has over 20 years of experience in the finance industry. Kyle Schneider has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.