Chelsea L. Hatchel
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Chelsea Lynn Hatchel's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 11, 2022 - Present
DERKS FINANCIAL, LLC
Office #1: 4959 Ne Goodview Cir Suite A, Lees Summit, MO 64064September 7, 2021 - September 30, 2021
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
May 15, 2017 - September 30, 2021
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/11/2022)
Exams
Current Firm
DERKS FINANCIAL, LLC
CRD#: 315032 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 471 |
| AUM (Assets Under Management) | $ 70,000,000 |
Red Flags
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