Chantal M. Hersey

BRIGHTPLAN LLC

BERKELEY, CA

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CRD#: 6392111

Professional summary

Chantal Mukai Hersey, CFP®, who also goes by Chantal Hersey, is a registered financial advisor currently at BRIGHTPLAN LLC located in Berkeley, California.

Chantal is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Chantal has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chantal Hersey

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.

TREMORSYNC, INC. - NOT INVESTMENT RELATED; PO BOX 78054 SAN FRANCISCO, CA 94107; ICE SKATING COACH; COACH; 07/2013 - Coach synchronized ice skating to children and adults

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chantal Mukai Hersey'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

Experience

Current

February 6, 2023 - Present

BRIGHTPLAN LLC

RIA

CRD#: 283790

BERKELEY, CA

Past

May 26, 2020 - March 1, 2023

FINANCIAL ZEN

RIA

CRD#: 282230

SAN FRANCISCO, CA

Past

June 22, 2015 - September 6, 2019

B|O|S

RIA

CRD#: 110496

SAN FRANCISCO, CA

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".

BRIGHTPLAN LLC

CRD#: 283790 / SEC#: 801-108227

RIA

Registered Investment Advisory firm - (8/4/2016 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

California
(2/6/2023)

IAR

Louisiana
(11/3/2023)

IAR

Texas
(11/3/2023)

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: 6/22/2015

Uniform Investment Adviser Law Examination

Current Firm

BRIGHTPLAN LLC

CRD#: 283790 / SEC#: 801-108227

RIA

Registered Investment Advisory firm - (8/4/2016 Approved)

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Contact information

Main Address

333 West San Carlos Street Suite 600, San Jose, CA 95110

Mailing Address

7491 North Federal Hwy Suite C5-302, Boca Raton, FL 33487

Phone number

(408) 933-6188

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (47 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BRIGHTPLAN ADV PART 2A (3/31/2025)

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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Chantal M. Hersey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chantal Mukai Hersey's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRIGHTPLAN LLC

FINANCIAL ZEN

B|O|S

Primary Firm SEC Registration

BRIGHTPLAN LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/22/2015

Current Firm

BRIGHTPLAN LLC

Contact information

SEC notice filing (47 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

BRIGHTPLAN LLC

TRUST BUT VERIFY

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