Perry L. Streit

CHIEF ADVISORS CORP

SALINA, KS 67401

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CRD#: 2035367

Professional summary

Perry Lynn Streit is a registered financial advisor currently at CHIEF ADVISORS CORP located in Salina, Kansas.

Perry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Perry has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

FIRST ASSET FINANCIAL INC. (FAF) APPROVES THE FOLLOWING OUTSIDE NON-SECURITIES BUSINESS ACTIVITY THAT IS NOT INVESTMENT RELATED: STREIT WILL BE ENGAGED IN INSURANCE SELLING VARIOUS INSURANCE PRODUCTS, INCLUDING, BUT NOT LIMITED TO, LIFE INSURANCE, HEALTH INSURANCE AND LONG-TERM CARE INSURANCE. RELATIONSHIPS WITH VARIOUS INSURANCE COMPANIES WILL BE MAINTAINED. THIS BUSINESS ACTIVITY IS CONDUCTED THROUGH AN ENTITY, STREIT FINANCIAL SERVICES (WHICH OFFERS NO SECURITIES), THAT IS NOT CO-OWNED BY, NOR AN AFFILIATE OF FAF. ALL SERVICES AND PRODUCTS THAT ARE OFFERED BY THIS PERSON (OR THEIR DBA) ARE THE SOLE RESPONSIBILITY OF THIS AGENT (OR THEIR DBA) ALONE AND ARE NOT THE RESPONSIBILITY OF FAF. FAF IS NOT LIABLE IN ANY MANNER REGARDING THIS "OUTSIDE BUSINESS ACTIVITY".

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Perry Lynn Streit's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 2, 2015 - Present

CHIEF ADVISORS CORP

Office #1: 713 Roach, Salina, KS 67401

RIA

CRD#: 125261

SALINA, KS

Past

March 16, 2007 - December 31, 2021

FIRST ASSET FINANCIAL INC.

CRD#: 139107

SALINA, KS

Past

October 30, 2003 - December 31, 2005

IRON STREET SECURITIES INC.

CRD#: 46338

SALINA, KS

Past

May 19, 2003 - December 16, 2004

CHIEF ADVISORS CORP

RIA

CRD#: 125261

SALINA, KS

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kansas
(1/2/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/14/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/5/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/5/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/29/2003

General Securities Representative Examination

Current Firm

CHIEF ADVISORS CORP

CHIEF ADVISORS CORP | CHIEF ADVISORS CORPORATION

CRD#: 125261 / SEC#:

Kansas

Registered Investment Advisory firm - (6/11/2003 Approved)

Michigan

Registered Investment Advisory firm - (3/25/2008 Approved)

Missouri

Registered Investment Advisory firm - (4/22/2013 Approved)

Nebraska

Registered Investment Advisory firm - (12/31/2011 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

110 E. Iron Ave, Suite B, Salina, KS 67401

Mailing Address

P.o. Box 1364, Salina, KS 67402-1364

Phone number

(785) 827-7700

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	344
AUM (Assets Under Management)	$ 92,800,290

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Perry L. Streit

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Perry Lynn Streit's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHIEF ADVISORS CORP

FIRST ASSET FINANCIAL INC.

IRON STREET SECURITIES INC.

CHIEF ADVISORS CORP

State Registrations and Notice Filings

Exams

Series 65

Date: 10/14/2014

Series 63

Date: 12/5/2003

Series 7TO

Date: 1/5/2024

SIE

Date: 10/1/2018

Series 7

Date: 10/29/2003

Current Firm

CHIEF ADVISORS CORP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CHIEF ADVISORS CORP

TRUST BUT VERIFY

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