Chase C. Kenner

FINAL ASCENT WEALTH ADVISORS

Lafayette, LA 70503

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CRD#: 5688669

Professional summary

Chase Christopher Kenner, CFP®, who also goes by Chase C Kenner, Chase Kenner, is a registered financial advisor currently at FINAL ASCENT WEALTH ADVISORS, LLC located in Lafayette, Louisiana.

Chase is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Chase has worked at 10 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chase C Kenner | Chase Kenner

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.

I am the sole owner and managing member of Kenner Capital, L.L.C. Kenner Capital, L.L.C., is an equity owner of Final Ascent, LLC and Final Ascent Wealth Advisors, LLC. Final Ascent, L.L.C. is a business exit planning and M&A advisory firm. I am V.P. of Business Development of Final Ascent, LLC and compensated for those services. These services are non-securities related and kept entirely separate from Final Ascent Wealth Advisors, LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chase Christopher Kenner'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: 2019

Experience

Current

April 27, 2021 - Present

FINAL ASCENT WEALTH ADVISORS, LLC

Office #1: 315 S. College Rd., Suite 205, Lafayette, LA 70503

RIA

CRD#: 313896

Lafayette, LA

Past

June 23, 2020 - February 23, 2021

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

THE WOODLANDS, TX

Past

June 18, 2020 - February 22, 2021

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

THE WOODLANDS, TX

Past

September 20, 2019 - May 22, 2020

CETERA WEALTH SERVICES, LLC

CRD#: 13572

LAFAYETTE, LA

Past

February 16, 2016 - March 6, 2020

SUMMIT FINANCIAL WEALTH ADVISORS

RIA

CRD#: 171278

LAFAYETTE, LA

Past

February 12, 2016 - September 20, 2019

SUMMIT BROKERAGE SERVICES, INC.

CRD#: 34643

LAFAYETTE, LA

Past

September 24, 2015 - February 12, 2016

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Lafayette, LA

Past

August 18, 2015 - February 16, 2016

AHRENS INVESTMENT PARTNERS, LLC

RIA

CRD#: 222517

LAFAYETTE, LA

Past

April 2, 2012 - August 25, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

LAFAYETTE, LA

Past

March 19, 2012 - August 25, 2015

LPL FINANCIAL LLC

CRD#: 6413

LAFAYETTE, LA

Past

September 28, 2009 - March 22, 2010

EDWARD JONES

CRD#: 250

ST LOUIS, MO

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

Louisiana
(4/27/2021)

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 65

Date: 3/30/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/9/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/25/2009

General Securities Representative Examination

Current Firm

FINAL ASCENT WEALTH ADVISORS, LLC

FINAL ASCENT WEALTH ADVISORS, LLC | FULCO CAPITAL MANAGEMENT

CRD#: 313896 / SEC#:

Louisiana

Registered Investment Advisory firm - (4/27/2021 Approved)

Texas

Registered Investment Advisory firm - (4/6/2021 Conditional Restricted)

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Contact information

Main Address

315 S. College Rd., Suite 205, Lafayette, LA 70503

Mailing Address

Phone number

(337) 256-1032

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	40
AUM (Assets Under Management)	$ 67,009,726

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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Firm Stability Insights

Chase C. Kenner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chase Christopher Kenner's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

CETERA WEALTH SERVICES, LLC

SUMMIT FINANCIAL WEALTH ADVISORS

SUMMIT BROKERAGE SERVICES, INC.

PURSHE KAPLAN STERLING INVESTMENTS

AHRENS INVESTMENT PARTNERS, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 65

Date: 3/30/2012

Series 66

Date: 10/9/2009

SIE

Date: 10/1/2018

Series 7

Date: 9/25/2009

Current Firm

FINAL ASCENT WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FINAL ASCENT WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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