Chelsei J. Latsch

ANTONELLI FINANCIAL ADVISORS

Grosse Pointe, MI 48230

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CRD#: 7090874

Professional summary

Chelsei June Latsch, who also goes by Chelsei June Zrnich, is a registered financial advisor currently at ANTONELLI FINANCIAL ADVISORS, LLC located in Grosse Pointe, Michigan.

Chelsei is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Chelsei has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chelsei June Zrnich

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 Chelsei June Latsch's CRS (Customer Relationship Summary).

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 27, 2019 - Present

ANTONELLI FINANCIAL ADVISORS, LLC

Office #1: 16824 Kercheval Place Suite 202, Grosse Pointe, MI 48230

RIA

CRD#: 286452

Grosse Pointe, MI

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".

ANTONELLI FINANCIAL ADVISORS, LLC

CRD#: 286452 / SEC#: 801-129831

RIA

Registered Investment Advisory firm - (4/3/2024 Approved)

Michigan

Registered Investment Advisory firm - (5/27/2024 Terminated)

Texas

Registered Investment Advisory firm - (5/2/2024 Terminated)

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).

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

Illinois
(8/9/2024)

IAR

Michigan
(3/27/2019)

IAR

New York
(11/4/2025)

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 65

Date: 3/26/2019

Uniform Investment Adviser Law Examination

Current Firm

ANTONELLI FINANCIAL ADVISORS, LLC

CRD#: 286452 / SEC#: 801-129831

RIA

Registered Investment Advisory firm - (4/3/2024 Approved)

Michigan

Registered Investment Advisory firm - (5/27/2024 Terminated)

Texas

Registered Investment Advisory firm - (5/2/2024 Terminated)

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Contact information

Main Address

16824 Kercheval Place Suite 202, Grosse Pointe, MI 48230

Mailing Address

Phone number

(313) 290-2602

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ANTONELLI FINANCIAL ADVISORS ADV PART 2 WITH SUPPLEMENTS (3/25/2025)

Regulatory assets under management

Total Number of Accounts	564
AUM (Assets Under Management)	$ 193,000,052

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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Chelsei J. Latsch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chelsei June Latsch's CRS (Customer Relationship Summary).

Certified licenses

Experience

ANTONELLI FINANCIAL ADVISORS, LLC

Primary Firm SEC Registration

ANTONELLI FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/26/2019

Current Firm

ANTONELLI FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ANTONELLI FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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