Chelsea D. Johns

ROOT FINANCIAL PARTNERS

Centennial, CO

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CRD#: 7440964

Professional summary

Chelsea Danielle Johns, who also goes by Chelsea Danielle Gonzales, is a registered financial advisor currently at ROOT FINANCIAL PARTNERS located in Centennial, Colorado.

Chelsea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Chelsea has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chelsea Danielle Gonzales

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.

Chelsea Gonzales, CPA, CFP� - No - 8404 Blacktail Trail McKinney, TX 75070 - Business Planning - Planner/Owner - 11/2022 - 1 hour/month devoted to the other business - 0 hours/month devoted to the other business during securities trading hours - Business efficiently and tax planning analysis

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chelsea Danielle Johns'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

April 12, 2024 - Present

ROOT FINANCIAL PARTNERS

RIA

CRD#: 290289

Centennial, CO

Past

August 15, 2022 - June 19, 2023

MILLS WEALTH ADVISORS, LLC

RIA

CRD#: 159251

SOUTHLAKE, TX

Past

September 17, 2021 - September 30, 2022

CAIN, WATTERS & ASSOCIATES, LLC

RIA

CRD#: 111521

PLANO, TX

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".

ROOT FINANCIAL PARTNERS

ROOT | ROOT FINANCIAL PARTNERS, LLC | ROOT FINANCIAL PARTNERS

CRD#: 290289 / SEC#: 801-125945

RIA

Registered Investment Advisory firm - (7/8/2022 Approved)

California

Registered Investment Advisory firm - (8/11/2022 Terminated)

Texas

Registered Investment Advisory firm - (7/12/2022 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

California
(8/28/2024)

IAR

Colorado
(7/23/2025)

IAR

Texas
(4/12/2024)

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: 2/23/2021

Uniform Investment Adviser Law Examination

Current Firm

ROOT FINANCIAL PARTNERS

ROOT | ROOT FINANCIAL PARTNERS, LLC | ROOT FINANCIAL PARTNERS

CRD#: 290289 / SEC#: 801-125945

RIA

Registered Investment Advisory firm - (7/8/2022 Approved)

California

Registered Investment Advisory firm - (8/11/2022 Terminated)

Texas

Registered Investment Advisory firm - (7/12/2022 Terminated)

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Contact information

Main Address

1106 2nd Street Suite 102, Encinitas, CA 92024

Mailing Address

Phone number

(760) 452-0720

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (8/12/2025)

Regulatory assets under management

Total Number of Accounts	2,597
AUM (Assets Under Management)	$ 1,106,417,268

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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Chelsea D. Johns

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chelsea Danielle Johns's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROOT FINANCIAL PARTNERS

MILLS WEALTH ADVISORS, LLC

CAIN, WATTERS & ASSOCIATES, LLC

Primary Firm SEC Registration

ROOT FINANCIAL PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 2/23/2021

Current Firm

ROOT FINANCIAL PARTNERS

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ROOT FINANCIAL PARTNERS

TRUST BUT VERIFY

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