Shaun W. Chelf

RELIANT WEALTH PLANNING

Louisville, KY 40243

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CRD#: 4168723

Professional summary

Shaun William Patrick Chelf, CFP®, who also goes by William Patrick Chelf, is a registered financial advisor currently at RELIANT WEALTH PLANNING, LLC located in Louisville, Kentucky.

Shaun is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Shaun has worked at 4 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

William Patrick Chelf

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.

1-Reliant Wealth Planning; Louisville, KY; Service description: Registered Investment Advisor; Start date: 01/2017; Title: Founding Partner-Owner; Duties: Financial planning; Time spent: 100%. 2-301 Townepark, LLC; Louisville, KY; Service description: Building-Commercial; Start date: 01/2017; Title: Owner-Founding Partner; Duties: Building owner; Time spent: 1 hr./wk. 3-Rental property owned by Shaun Chelf, Investment related:No, 2105 S English Station Rd, Louisville, KY, 40299, Shaun owns 2nd home that he rents out to a Reliant Wealth Planning RIA employee, Steve Cline, Owner, 10/01/2021, 1 hour per month, Owner of rental property

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shaun William Patrick Chelf's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

January 17, 2017 - Present

RELIANT WEALTH PLANNING, LLC

Office #1: 301 Townepark Circle, Louisville, KY 40243

RIA

CRD#: 286230

Louisville, KY

Past

January 13, 2017 - December 31, 2023

APW CAPITAL, INC.

CRD#: 43814

Louisville, KY

Past

September 26, 2008 - February 10, 2017

J.J.B. HILLIARD, W.L. LYONS, LLC

RIA

CRD#: 453

LOUISVILLE, KY

Past

September 26, 2008 - February 10, 2017

J.J.B. HILLIARD, W.L. LYONS, LLC

CRD#: 453

LOUISVILLE, KY

Past

May 31, 2001 - September 30, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

LOUISVILLE, KY

Past

June 7, 2000 - September 30, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

LOUISVILLE, KY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RELIANT WEALTH PLANNING, LLC

CRD#: 286230 / SEC#: 801-108818

RIA

Registered Investment Advisory firm - (1/13/2017 Approved)

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

Kentucky
(1/17/2017)

IAR

Texas
(1/17/2017)

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 66

Date: 6/27/2000

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 1/31/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 6/6/2000

General Securities Representative Examination

Current Firm

RELIANT WEALTH PLANNING, LLC

CRD#: 286230 / SEC#: 801-108818

RIA

Registered Investment Advisory firm - (1/13/2017 Approved)

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Contact information

Main Address

301 Townepark Circle, Louisville, KY 40243

Mailing Address

Phone number

(502) 398-5050

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RELIANT WRAP FEE DISCLOSURE BROCHURE (3/10/2025)

RELIANT FIRM DISCLOSURE BROCHURE (3/10/2025)

Regulatory assets under management

Total Number of Accounts	1,625
AUM (Assets Under Management)	$ 520,645,127

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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Advisor Monitoring

Firm Stability Insights

Shaun W. Chelf

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shaun William Patrick Chelf's CRS (Customer Relationship Summary).

Certified licenses

Experience

APW CAPITAL, INC.

J.J.B. HILLIARD, W.L. LYONS, LLC

J.J.B. HILLIARD, W.L. LYONS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

RELIANT WEALTH PLANNING, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/27/2000

SIE

Date: 10/1/2018

Series 31

Date: 1/31/2005

Series 7

Date: 6/6/2000

Current Firm

RELIANT WEALTH PLANNING, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RELIANT WEALTH PLANNING, LLC

TRUST BUT VERIFY

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