Ally B. Chanel

LUNDEEN ABRAMS ADVISORS

Lakewood, CO

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CRD#: 5877936

Professional summary

Ally Belle Chanel, who also goes by Blaine Christian, is a registered financial advisor currently at LUNDEEN ABRAMS ADVISORS, LLC located in Lakewood, Colorado.

Ally is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Ally has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Blaine Christian

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) OAA#: 60263 | Org Name: ABC Consulting | Org Addr: Lakewood, CO, US | Nature of Bus: Consultant work for Nimrod Wines (My other OBA which was approved). Just updating legal name of OBA. | Invst Rel: NO | Title: Owner | Duties: Working for sole client, NW, which is my approved OBA. | Start Dt:05/03/2019 | Total Hrs p/m:22 | Sec Trdng Hrs p/m:0 2) Insurance Agent; Investment related: Yes; Description: Ally just obtained her Colorado insurance license so that she can help LAA clients understand annuity options. Previously she was unlicensed so could not speak on these matters. She is also getting licensed in MN. There is no intention of selling but more so to have the ability to support Suzanne in the occasional insurance or annuity sale. She will not be selling outside of the realm of LAA business matters.; Position Title: Insurance Agent; Responsibilities Duties: Helping LAA clients understand annuity and insurance options.; Start date: 2023-06-13; Hours per month during trading hours: 2; Hours per month outside trading hours: 1

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ally Belle Chanel'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

July 19, 2021 - Present

LUNDEEN ABRAMS ADVISORS, LLC

RIA

CRD#: 310589

Lakewood, CO

Past

October 16, 2019 - June 5, 2021

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

GREENWOOD VILLAGE, CO

Past

July 1, 2019 - June 1, 2021

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

GREENWOOD VILLAGE, CO

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

Colorado
(1/2/2024)

IAR

Minnesota
(7/19/2021)

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 66

Date: 7/25/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/1/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/21/2019

Securities Industry Essentials Examination

Current Firm

LUNDEEN ABRAMS ADVISORS, LLC

CRD#: 310589 / SEC#:

Colorado

Registered Investment Advisory firm - (1/2/2024 Approved)

Minnesota

Registered Investment Advisory firm - (1/14/2021 Approved)

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Contact information

Main Address

13100 Wayzata Blvd Suite 360, Minnetonka, MN 55305

Mailing Address

Phone number

(952) 933-8489

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	138
AUM (Assets Under Management)	$ 18,938,990

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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Ally B. Chanel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ally Belle Chanel's CRS (Customer Relationship Summary).

Certified licenses

Experience

LUNDEEN ABRAMS ADVISORS, LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/25/2019

Series 7TO

Date: 7/1/2019

SIE

Date: 6/21/2019

Current Firm

LUNDEEN ABRAMS ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LUNDEEN ABRAMS ADVISORS, LLC

TRUST BUT VERIFY

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