Chase A. Deters

PROSPERA CAPITAL MANAGEMENT

GILBERT, AZ

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CRD#: 4945902

Professional summary

Chase Alan Smith Deters, CFP®, ChFC®, who also goes by Chase A Deters, Chase Deters, is a registered financial advisor currently at PROSPERA CAPITAL MANAGEMENT, LLC located in Gilbert, Arizona.

Chase is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Chase has worked at 7 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chase A Deters | Chase Deters

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.

NAME OF BUSINESS: RENTAL PROPERTY INVESTMENT-RELATED: ADDRESS: Lansing, MI POSITION: LANDLORD/OWNER START DATE: 12/2008 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chase Alan Smith Deters'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

ChFC^®

Chartered Financial Consultant

Experience

Current

June 26, 2024 - Present

PROSPERA CAPITAL MANAGEMENT, LLC

RIA

CRD#: 330390

GILBERT, AZ

Past

November 2, 2018 - July 17, 2024

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

SCOTTSDALE, AZ

Past

October 15, 2018 - July 17, 2024

VANGUARD MARKETING CORPORATION

CRD#: 7452

SCOTTSDALE, AZ

Past

July 15, 2010 - May 7, 2018

RAFFA INVESTMENT ADVISERS

RIA

CRD#: 136971

WASHINGTON, DC

Past

January 28, 2009 - May 7, 2010

SPIRE WEALTH MANAGEMENT, LLC

RIA

CRD#: 113908

MCLEAN, VA

Past

January 28, 2009 - May 7, 2010

SPIRE SECURITIES, LLC

CRD#: 144131

MCLEAN, VA

Past

May 5, 2005 - October 28, 2008

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

LANSING, MI

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".

PROSPERA CAPITAL MANAGEMENT, LLC

AMPARAN WEALTH MANAGEMENT, LLC | PROSPERA CAPITAL MANAGEMENT, LLC | DETERS WEALTH MANAGEMENT, LLC

CRD#: 330390 / SEC#: 801-130551

RIA

Registered Investment Advisory firm - (6/26/2024 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

Arizona
(7/18/2024)

IAR

Texas
(6/26/2024)

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: 10/22/2018

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 5/11/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/16/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/15/2018

General Securities Representative Examination

Current Firm

PROSPERA CAPITAL MANAGEMENT, LLC

AMPARAN WEALTH MANAGEMENT, LLC | PROSPERA CAPITAL MANAGEMENT, LLC | DETERS WEALTH MANAGEMENT, LLC

CRD#: 330390 / SEC#: 801-130551

RIA

Registered Investment Advisory firm - (6/26/2024 Approved)

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Contact information

Main Address

Gilbert, AZ

Mailing Address

Phone number

(480) 648-9369

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (7/31/2025)

Regulatory assets under management

Total Number of Accounts	214
AUM (Assets Under Management)	$ 337,346,161

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

Chase A. Deters

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chase Alan Smith Deters's CRS (Customer Relationship Summary).

Certified licenses

Experience

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

RAFFA INVESTMENT ADVISERS

SPIRE WEALTH MANAGEMENT, LLC

SPIRE SECURITIES, LLC

SECURIAN FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

PROSPERA CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/22/2018

Series 66

Date: 5/11/2005

SIE

Date: 10/16/2018

Series 7

Date: 10/15/2018

Current Firm

PROSPERA CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PROSPERA CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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