Chase Alexander Ferderer
Professional Summary
Chase Alexander Ferderer is a registered financial advisor currently at COMPREHENSIVE WEALTH MANAGEMENT located in Lynnwood, Washington. Chase is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Chase has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Investment Management
- Retirement Planning
Specializations
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
11 years in the financial services industry
Current & Past Employments
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Current Firm
ARFORD & ASSOCIATES COMPREHENSIVE WEALTH MGMT, INC. | COMPREHENSIVE WEALTH MANAGEMENT, LLC | COMPREHENSIVE WEALTH MANAGEMENT
Contact Information
Main Address
3500 188th St Sw Suite 102, Lynnwood, WA 98037-4757Phone Number
(425) 778-6160# of Employees
11SEC notice filing (9 States and Territories)
Registered to provide investment advisory services in 9 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,700AUM (Assets Under Management)
$338,397,742Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/29/2025 | Cover Page | Report |
| 12/16/2024 | Cover Page | Report |
| 04/29/2024 | Cover Page | Report |
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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.
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Primary Firm SEC Registration
ARFORD & ASSOCIATES COMPREHENSIVE WEALTH MGMT, INC. | COMPREHENSIVE WEALTH MANAGEMENT, LLC | COMPREHENSIVE WEALTH MANAGEMENT
State Registrations and Notice Filings
(3/12/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 2015About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Chase Alexander Ferderer's CRS (Customer Relationship Summary).
Services Offered by Chase
- Investment Management
- Retirement Planning
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