Chessie Advisors, LLC

Chessie Advisors, LLC (CRD# 171611) is a financial advisory firm headquartered in , . They manage $993,400 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $124,175
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
  • Educational seminars/workshops
  • Other
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.

MI

Financial Advisors at Chessie Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Erik O. Klumpp
CRD#: 4728270
Rochester, MI
93
Wealthminder
score

Erik Klumpp (CRD# 4728270) is an Investment Advisor Representative working at Chessie Advisors, LLC in Rochester, MI and has over 10 years of experience in the finance industry.

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