Chase C. Grundy

BALANCED WEALTH PARTNERS LLC

FORT COLLINS, CO 80525

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CRD#: 6956912

Professional summary

Chase Cole Grundy is a registered financial advisor currently at BALANCED WEALTH PARTNERS LLC located in Fort Collins, Colorado.

Chase is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Chase has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

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.

Balanced Financial Inc.; Investment related; Insurance; Insurance Agent; 01/2025; 20/hr per month; 10 during securities trading; sales and service of insurance products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chase Cole Grundy'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 4, 2025 - Present

BALANCED WEALTH PARTNERS LLC

Office #1: 3711 John F Kennedy Parkway, Suite 230, Fort Collins, CO 80525

RIA

CRD#: 334701

FORT COLLINS, CO

Past

June 20, 2023 - January 13, 2025

FACET

RIA

CRD#: 285961

Fort Collins, CO

Past

January 28, 2020 - August 2, 2023

BEACON CAPITAL MANAGEMENT, LLC

RIA

CRD#: 156228

FRANKLIN, TN

Past

February 28, 2019 - November 25, 2019

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

CRD#: 40178

FRANKLIN, TN

Past

December 14, 2018 - February 27, 2019

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

BRENTWOOD, TN

Past

August 2, 2018 - February 27, 2019

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

BRENTWOOD, TN

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

Colorado
(3/4/2025)

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: 12/5/2018

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: 8/2/2018

General Securities Representative Examination

Current Firm

BALANCED WEALTH PARTNERS LLC

CRD#: 334701 / SEC#:

Colorado

Registered Investment Advisory firm - (3/4/2025 Approved)

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Contact information

Main Address

3711 John F Kennedy Parkway, Suite 230, Fort Collins, CO 80525

Mailing Address

Phone number

(970) 851-8800

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Chase C. Grundy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chase Cole Grundy's CRS (Customer Relationship Summary).

Certified licenses

Experience

BALANCED WEALTH PARTNERS LLC

FACET

BEACON CAPITAL MANAGEMENT, LLC

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/5/2018

SIE

Date: 10/1/2018

Series 7

Date: 8/2/2018

Current Firm

BALANCED WEALTH PARTNERS LLC

Contact information

Documents

Red Flags

Company Information

BALANCED WEALTH PARTNERS LLC

TRUST BUT VERIFY

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