Paul D. Chapman

COLBURN WEALTH MANAGEMENT

Grove City, OH 43123

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CRD#: 4776398

Professional summary

Paul Dana Chapman is a registered financial advisor currently at COLBURN WEALTH MANAGEMENT, LLC located in Grove City, Ohio.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Paul has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Dana Chapman'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

June 17, 2016 - Present

COLBURN WEALTH MANAGEMENT, LLC

Office #1: 3989 Broadway, Grove City, OH 43123

RIA

CRD#: 157870

Grove City, OH

Past

January 7, 2005 - June 23, 2016

QUESTAR ASSET MANAGEMENT, INC.

RIA

CRD#: 133358

MILLERSPORT, OH

Past

July 16, 2004 - December 31, 2005

QUESTAR CAPITAL CORPORATION

RIA

CRD#: 43100

MILLERSPORT, OH

Past

April 1, 2004 - June 23, 2016

QUESTAR CAPITAL CORPORATION

CRD#: 43100

MILLERSPORT, OH

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

Ohio
(6/17/2016)

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: 6/3/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/8/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/23/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/18/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/31/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

COLBURN WEALTH MANAGEMENT, LLC

COLBURN INVESTMENTS, LLC | COLBURN WEALTH MANAGEMENT, LLC

CRD#: 157870 / SEC#:

Ohio

Registered Investment Advisory firm - (6/22/2011 Approved)

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Contact information

Main Address

3989 Broadway, Grove City, OH 43123

Mailing Address

Phone number

(740) 831-4004

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	438
AUM (Assets Under Management)	$ 88,340,172

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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Paul D. Chapman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Dana Chapman's CRS (Customer Relationship Summary).

Certified licenses

Experience

COLBURN WEALTH MANAGEMENT, LLC

QUESTAR ASSET MANAGEMENT, INC.

QUESTAR CAPITAL CORPORATION

QUESTAR CAPITAL CORPORATION

State Registrations and Notice Filings

Exams

Series 66

Date: 6/3/2005

Series 63

Date: 11/8/2004

SIE

Date: 6/23/2016

Series 7

Date: 5/18/2004

Series 6

Date: 3/31/2004

Current Firm

COLBURN WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COLBURN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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