CA
Chace T. Adams
IGNITE PLANNERS LLC
South Jordan, UT 84095
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CRD#: 6515855
CA
Professional summary
Chace Tejler Adams, CFP®, who also goes by Chace T Adams, is a registered financial advisor currently at IGNITE PLANNERS LLC located in South Jordan, Utah.
Chace is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Chace has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chace T Adams
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.
1. Allred Synergy, Inc DBA Retirement Solutions Group-11550 South 700 East, STE 100, South Jordan, UT 84020-Marketing and operations-7/2015-40 hrs/mth-0 during trading hrs 2.Proactive Tax-Not investment related-11550 South 700 East, STE 100, South Jordan, UT 84020-Tax prep-Owner-7/30/2015-50 hrs/mth-20 during trading hrs-Tax Prep 3. Allred Retirement Services-Investment related-11550 South 700 East, STE 100, South Jordan, UT 84020-Fixed annuities, Term & whole life, medicare, LT care-Agent-7/1/2015-40.8 hrs/mth-10 during trading hrs-Selling of fixed insurance, term and whole life. 4. MEDICARE INSURANCE AND LIFE INSURANCE-Not investment related- 11550 S 700 E Ste 100, South Jordan, UT 84020-Sells life insurance-Agent-2014-10 hrs/mth-5 during trading-Sells insurance policies. 5. I will be receiving commissions from insurance related products, as well as management fees from Managed assets on the Charles Schwab Platform. 1.) Prestige Wealthwise 2.) Investment related 3.) 525 W Sunrise Way Lehi, UT 84043 4.) Investment Advisory Firm 5.) Advisory Services 6.) August 15, 2024 7.) 40 hours per month 8.) 40 hours per month during securities trading hours 9.) Operational and client service support position.
CRS (Client Relationship Summary) - RIA
Click below to view Chace Tejler Adams'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®
Experience
Current
September 26, 2022 - Present
IGNITE PLANNERS LLC
Office #1: 10813 S Riverfront Parkway Ste 100, South Jordan, UT 84095RIA
CRD#: 289797
South Jordan, UT
Past
August 21, 2024 - August 12, 2025
PRESTIGE WEALTHWIDE, LLC
RIA
CRD#: 321789
LEHI, UT
Past
May 11, 2017 - November 11, 2022
FORESIGHT WEALTH MANAGEMENT, LLC
RIA
CRD#: 153881
DRAPER, UT
Past
May 9, 2017 - August 31, 2017
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Draper, UT
Past
October 6, 2015 - May 10, 2017
GIRARD SECURITIES, INC.
RIA
CRD#: 18697
SALT LAKE CITY, UT
Past
September 2, 2015 - May 10, 2017
GIRARD SECURITIES, INC.
BD
CRD#: 18697
SALT LAKE CITY, UT
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".
IP
IGNITE PLANNERS LLC
ATLAS INVESTMENT MANAGEMENT | TRINITY ADVISOR GROUP | SB WEALTH | RETIREMENT SOLUTIONS | INTEGRITY WEALTH MANAGEMENT | IGNITE PLANNERS LLC | COOLEY & LABAS FINANCIAL | CAMDEN ADVISORS, LLC
CRD#: 289797 / SEC#: 801-112029
RIA
Registered Investment Advisory firm - (11/13/2017 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(9/26/2022)
IAR
Utah(9/26/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
IP
IGNITE PLANNERS LLC
ATLAS INVESTMENT MANAGEMENT | TRINITY ADVISOR GROUP | SB WEALTH | RETIREMENT SOLUTIONS | INTEGRITY WEALTH MANAGEMENT | IGNITE PLANNERS LLC | COOLEY & LABAS FINANCIAL | CAMDEN ADVISORS, LLC
CRD#: 289797 / SEC#: 801-112029
RIA
Registered Investment Advisory firm - (11/13/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
109 E. Escalones, San Clemente, CA 92672
Mailing Address
Phone number
(619) 504-1907
Established
Firm type
Fiscal year end
# of Employees
36
SEC notice filing (25 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,892 |
| AUM (Assets Under Management) | $ 941,775,371 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
