Chessie Advisors, LLC

Chessie Advisors, LLC (CRD# 171611) is a financial advisory firm headquartered in , . They manage $7,113,098 in 31 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.chessieadvisors.com
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $229,455
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
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 Klumpp, financial advisor Rochester Hills MI
Erik O. Klumpp
CRD#: 4728270
Rochester Hills, MI

Erik Klumpp (CRD# 4728270) is an Investment Advisor Representative working at Chessie Advisors, LLC in Rochester Hills, MI and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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