Chelsey J. Munn

KESTRA ADVISORY SERVICES

Hartsville, SC 29550

Some features on this profile are disabled

CRD#: 6006559

Professional summary

Chelsey Johnson Munn, who also goes by Chelsey Kitane Johnson, Chelsey J Munn, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Hartsville, South Carolina and KESTRA INVESTMENT SERVICES, LLC located in Hartsville, South Carolina.

Chelsey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Chelsey has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chelsey Kitane Johnson | Chelsey J Munn

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: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/24/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: DEFINE WEALTH FINANCIAL GROUP POSITION: Financial Operations Manager NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 07/19/2021 ADDRESS: 146 Cargill Way, Suite A, Hartsville SC 29550, United States DESCRIPTION: We just use Define Wealth Financial Group as a DBA but will clear all business through Kestra. I am a licensed assistant to the main advisor Michael Milbee.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chelsey Johnson Munn'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®

None

Experience

Current

September 24, 2025 - Present

KESTRA ADVISORY SERVICES, LLC

Office #1: 146 Cargill Way Suite A, Hartsville, SC 29550

RIA

CRD#: 283330

Hartsville, SC

Current

September 24, 2025 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 146 Cargill Way Suite A, Hartsville, SC 29550

CRD#: 42046

Hartsville, SC

Past

July 21, 2021 - September 26, 2025

LPL FINANCIAL LLC

RIA

CRD#: 6413

HARTSVILLE, SC

Past

July 21, 2021 - September 26, 2025

LPL FINANCIAL LLC

CRD#: 6413

HARTSVILLE, SC

Past

December 12, 2018 - July 21, 2021

WADDELL & REED

RIA

CRD#: 866

HARTSVILLE, SC

Past

October 9, 2018 - July 21, 2021

WADDELL & REED

CRD#: 866

HARTSVILLE, SC

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".

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

Registered Investment Advisory firm - (12/31/1998 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(9/26/2025)

Florida
(9/24/2025)

Georgia
(9/24/2025)

Kentucky
(9/24/2025)

Nevada
(9/24/2025)

North Carolina
(9/26/2025)

South Carolina
(9/24/2025)

IAR

South Carolina
(9/24/2025)

Tennessee
(9/24/2025)

Texas
(9/24/2025)

IAR

Texas
(9/24/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/12/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/10/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/9/2018

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

Registered Investment Advisory firm - (12/31/1998 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735

Mailing Address

Phone number

(844) 553-7872

Established

Firm type

Fiscal year end

# of Employees

1,299

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (10/21/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (WRAP FEE PROGRAM) (10/21/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (PLAN CLIENTS) (10/21/2025)

Regulatory assets under management

Total Number of Accounts	155,482
AUM (Assets Under Management)	$ 60,174,309,829

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/23/2024	Cover Page	Report
10/20/2023	Cover Page	Report
12/21/2022	Cover Page	Report

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.

Similar Advisors

Jose Lozano

STONEX FINANCIAL INC.

WINTER PARK, FL

Gerri Harrison

J. W. COLE ADVISORS, INC.

IAR

Johnson City, NY

Lawrence Leitch

LPL FINANCIAL LLC

IAR

TOWSON, MD

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Chelsey J. Munn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chelsey Johnson Munn's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA INVESTMENT SERVICES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WADDELL & REED

WADDELL & REED

Primary Firm SEC Registration

KESTRA ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/12/2018

SIE

Date: 10/10/2018

Series 7

Date: 10/9/2018

FINRA

Current Firm

KESTRA ADVISORY SERVICES, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KESTRA ADVISORY SERVICES, LLC

TRUST BUT VERIFY

Similar Advisors