Wendy R. Loch

CHAMBERS FINANCIAL GROUP.

Green Bay, WI 54303

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CRD#: 4668011

Professional summary

Wendy Rae Loch, CFP®, who also goes by Wendy Rae Chambers, Wendy Chambers, is a registered financial advisor currently at CHAMBERS FINANCIAL GROUP, LLC. located in Green Bay, Wisconsin.

Wendy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Wendy has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Wendy Rae Chambers | Wendy Chambers

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~CHAMBERS FINANCIAL GROUP, NON-INVEST. RELATED. LOCATION 2010 VELP AVE, GREEN BAY WI 54303. INSURANCE SALES, PRODUCTS: LIFE, START DATE 6/2007, 5% OF TIME DEVOTED. 2~CCL PROPERTIES LLC, NON-INVEST. RELATED, HOTEL, 5020 HECKER RD, MANITOWOC WI 54220. MEMBER, START DATE 4/2009, 5% OF TIME DEVOTED. 3~WRC PROPERTIES LLC, NON-INVEST. RELATED. HOTEL, 2032 VELP AVE, GREEN BAY WI 54303, MEMBER, START DATE 1/2010, 5% TIME DEVOTED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wendy Rae Loch'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: 2012

Experience

Current

June 5, 2018 - Present

CHAMBERS FINANCIAL GROUP, LLC.

Office #1: 2010 Velp Ave., Green Bay, WI 54303

RIA

CRD#: 293191

Green Bay, WI

Past

January 30, 2014 - May 31, 2018

PACKERLAND BROKERAGE SERVICES, INC.

RIA

CRD#: 37031

GREEN BAY, WI

Past

August 16, 2011 - May 31, 2018

PACKERLAND BROKERAGE SERVICES, INC.

CRD#: 37031

GREEN BAY, WI

Past

July 1, 2008 - August 16, 2011

SECURITIES AMERICA, INC.

CRD#: 10205

GREEN BAY, WI

Past

June 15, 2007 - June 20, 2008

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

GREEN BAY, WI

Past

August 30, 2004 - June 29, 2007

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

GREEN BAY, WI

Past

July 26, 2004 - November 2, 2004

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

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

Wisconsin
(6/5/2018)

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

Series 63

Date: 10/28/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/31/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/24/2004

General Securities Representative Examination

Current Firm

CHAMBERS FINANCIAL GROUP, LLC.

CRD#: 293191 / SEC#:

Wisconsin

Registered Investment Advisory firm - (6/4/2018 Approved)

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Contact information

Main Address

2010 Velp Ave., Green Bay, WI 54303

Mailing Address

Phone number

(920) 661-9000

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	343
AUM (Assets Under Management)	$ 43,508,836

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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Wendy R. Loch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wendy Rae Loch's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHAMBERS FINANCIAL GROUP, LLC.

PACKERLAND BROKERAGE SERVICES, INC.

PACKERLAND BROKERAGE SERVICES, INC.

SECURITIES AMERICA, INC.

SECURITIES SERVICE NETWORK, LLC

CITIGROUP GLOBAL MARKETS INC.

SECURITIES AMERICA, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/28/2004

SIE

Date: 5/31/2018

Series 7

Date: 7/24/2004

Current Firm

CHAMBERS FINANCIAL GROUP, LLC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CHAMBERS FINANCIAL GROUP, LLC.

TRUST BUT VERIFY

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