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Cinnamon A. Colony-chatman
WEALTHKARE.COM
Mount Union, PA 17066
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CRD#: 6928604
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Professional summary
Cinnamon Ann Colony-chatman is a registered financial advisor currently at WEALTHKARE.COM, INC. located in Mount Union, Pennsylvania.
Cinnamon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Cinnamon has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Colony- Realty Group, LTD.; not investment related; Mount Union, PA; real estate agent professional; started 12/2016; More than 50% of her time is spent in this practice. Sole Proprietor; investment related; Mount Union, PA; insurance agent; started 01/2024; approximately 5% of time.
CRS (Client Relationship Summary) - RIA
Click below to view Cinnamon Ann Colony-chatman'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®
NoneExperience
Current
March 20, 2018 - Present
WEALTHKARE.COM, INC.
Office #1: 11898 Arrowhead Way, Mount Union, PA 17066RIA
CRD#: 115111
Mount Union, PA
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".
WI
WEALTHKARE.COM, INC.
THE WEALTHKARE INVESTMENT CENTER | WEALTHKARE.COM, INC.
CRD#: 115111 / SEC#: 801-131322
RIA
Registered Investment Advisory firm - (10/18/2024 Approved)Iowa
Registered Investment Advisory firm - (9/27/2011 Terminated)Maryland
Registered Investment Advisory firm - (10/22/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (10/23/2024 Terminated)Washington
Registered Investment Advisory firm - (11/21/2024 Terminated)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
Pennsylvania(3/20/2018)
Current Firm
WI
WEALTHKARE.COM, INC.
THE WEALTHKARE INVESTMENT CENTER | WEALTHKARE.COM, INC.
CRD#: 115111 / SEC#: 801-131322
RIA
Registered Investment Advisory firm - (10/18/2024 Approved)Iowa
Registered Investment Advisory firm - (9/27/2011 Terminated)Maryland
Registered Investment Advisory firm - (10/22/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (10/23/2024 Terminated)Washington
Registered Investment Advisory firm - (11/21/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11898 Arrowhead Way, Mount Union, PA 17066
Mailing Address
Phone number
(814) 542-5433
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 685 |
| AUM (Assets Under Management) | $ 119,072,269 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
