Chelsea L. Hatchel

DERKS FINANCIAL

Lees Summit, MO 64064

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CRD#: 6424238

Professional summary

Chelsea Lynn Hatchel, who also goes by Chelsea Lynn Stonehouse, Chelsea L Stonehouse, is a registered financial advisor currently at DERKS FINANCIAL, LLC located in Lees Summit, Missouri.

Chelsea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Chelsea has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chelsea Lynn Stonehouse | Chelsea L Stonehouse

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chelsea Lynn Hatchel'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

March 11, 2022 - Present

DERKS FINANCIAL, LLC

Office #1: 4959 Ne Goodview Cir Suite A, Lees Summit, MO 64064

RIA

CRD#: 315032

Lees Summit, MO

Past

September 7, 2021 - September 30, 2021

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

RIA

CRD#: 13609

Lee's Summit, MO

Past

May 15, 2017 - September 30, 2021

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

CRD#: 13609

Lee's Summit, 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

Missouri
(3/11/2022)

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: 8/26/2021

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: 5/15/2017

General Securities Representative Examination

Current Firm

DERKS FINANCIAL, LLC

DERKS FINANCIAL, LLC | DERKS FINANCIAL, LLC DBA RAVENNA CAPITAL

CRD#: 315032 / SEC#:

Kansas

Registered Investment Advisory firm - (12/15/2021 Approved)

Missouri

Registered Investment Advisory firm - (9/30/2021 Approved)

Oregon

Registered Investment Advisory firm - (11/24/2025 Terminated)

Texas

Registered Investment Advisory firm - (8/27/2021 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

4959 Ne Goodview Cir Suite A, Lees Summit, MO 64064

Mailing Address

Phone number

(816) 795-6614

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	516
AUM (Assets Under Management)	$ 80,000,000

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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Chelsea L. Hatchel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chelsea Lynn Hatchel's CRS (Customer Relationship Summary).

Certified licenses

Experience

DERKS FINANCIAL, LLC

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/26/2021

SIE

Date: 10/1/2018

Series 7

Date: 5/15/2017

Current Firm

DERKS FINANCIAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DERKS FINANCIAL, LLC

TRUST BUT VERIFY

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