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Colin Callahan Chase

Colin C. Chase

MINDFUL MONEY FINANCIAL COUNSEL
CHICAGO, IL 60654
CRD#: 4365511
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Colin Callahan Chase
Colin Callahan ChaseMINDFUL MONEY FINANCIAL COUNSEL

Professional summary

Colin Callahan Chase, CFP®, who also goes by Chase Colin Callahan, is a registered financial advisor currently at MINDFUL MONEY FINANCIAL COUNSEL, LLC located in Chicago, Illinois.

Colin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Colin has worked at 3 firms and has passed the Series 66, Series 63 and Series 7 exams.

Core Areas of Focus

Cash Flow/Budgets/Credit Issues
College/Education Planning
Financial Psychology/Coaching
Hourly
Investment Advice without Ongoing Management
Middle Income Client Needs

Biography

Colin Chase, CFP® founded Mindful Money Financial Counsel in 2010 and has over 18 years of experience talking with people about money. Prior to founding the company, he worked at Fidelity Investments for 10 years in a variety of positions: service and trading representative, retirement investment specialist, investment representative, financial planning consultant, and Vice President Senior Account Executive.  He received an MBA with a finance concentration from Xavier University and a bachelor's degree in Business Management from Ohio University. Colin is a Certified Financial Planner professional, and a Registered Investment Adviser. He specializes in providing holistic financial planning and investment advice to Chicagoland individuals and couples in their 30's and 40's.

Question & Answer

What are your service offerings?
Insurance Planning
Comprehensive Financial Planni...
Debt Management
Budgeting
Tax Planning
Employee and Employer Plan Ben...
Retirement Planning
Education Planning
Investment Planning
Estate Planning
Are you a "fiduciary"?
Yes

Aliases

Chase Colin Callahan

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Colin Callahan Chase'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®
CFP®

Certified Financial Planner

Start date: 2005

Experience

Current

January 7, 2011 - Present

MINDFUL MONEY FINANCIAL COUNSEL, LLC

Office #1: 320 W. Ohio St. Suite 3w, Chicago, IL 60654
RIA
CRD#: 155614
CHICAGO, IL
Past

December 20, 2003 - September 9, 2010

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
CHICAGO, IL
Past

May 24, 2001 - September 8, 2010

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
CHICAGO, IL

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
Illinois
(1/7/2011)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/3/2003
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/7/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 5/23/2001
General Securities Representative Examination

Current Firm

MINDFUL MONEY FINANCIAL COUNSEL, LLC
MINDFUL MONEY FINANCIAL COUNSEL, LLC
MINDFUL MONEY FINANCIAL COUNSEL, LLC

CRD#: 155614 / SEC#:

Illinois
Registered Investment Advisory firm - (1/7/2011 Approved)
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Contact information

Main Address
320 W. Ohio St. Suite 3w, Chicago, IL 60654
Mailing Address
Phone number
(312) 846-1437
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

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Company Information

MINDFUL MONEY FINANCIAL COUNSEL, LLC

MINDFUL MONEY FINANCIAL COUNSEL, LLC

CRD#: 155614Chicago, IL 60654

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