AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
CA

Chase S. Abell

CEDAR COVE WEALTH PARTNERS
FREEMAN, SD
Some features on this profile are disabled
CRD#: 7175118
CA

Professional summary

Chase Steven Abell, who also goes by Chase Steven Abell, Chase Abell, is a registered financial advisor currently at CEDAR COVE WEALTH PARTNERS located in Freeman, South Dakota.

Chase is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Chase has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Chase Steven Abell | Chase Abell

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.
INSURANCE AGENT; INVESTMENT RELATED: YES; ADDRESS: 7900 XERXES AVE S, SUITE 1750, BLOOMINGTON, MN 55431; NATURE OF BUSINESS: INSURANCE SALES; POSITION: AGENT; START DATE 2/28/22; NUMBER OF HOURS PER MONTH: DEPENDENT ON CLIENT NEEDS; DUTIES: SERVICING CLIENTS ON INSURANCE NEEDS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chase Steven Abell'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

September 10, 2025 - Present

CEDAR COVE WEALTH PARTNERS

RIA
CRD#: 336245
FREEMAN, SD
Past

February 15, 2024 - September 10, 2025

THRIVENT ADVISOR NETWORK, LLC

RIA
CRD#: 304569
Freeman, SD

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
South Dakota
(9/10/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/15/2024
Uniform Investment Adviser Law Examination

Current Firm

CC
CEDAR COVE WEALTH PARTNERS
CEDAR COVE WEALTH PARTNERS | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | SBE LLC

CRD#: 336245 / SEC#: 801-133908

RIA
Registered Investment Advisory firm - (7/21/2025 120-Day Approval)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
7900 Xerxes Ave S Suite 1750, Bloomington, MN 55431
Mailing Address
Phone number
(952) 358-3456
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A DISCLOSURE BROCHURE - CEDAR COVE WEALTH PARTNERS (8/11/2025)
WRAP FEE PROGRAM BROCHURE - CEDAR COVE WEALTH PARTNERS (8/11/2025)
0

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.

Company Information

CEDAR COVE WEALTH PARTNERS

CRD#: 336245Freeman, SD

TRUST BUT VERIFY

Monitor Chase Abell

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics