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

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
CD

Chase C. Dalton

CHASE WEALTH MANAGEMENT
KANSAS CITY, MO 64116
Some features on this profile are disabled
CRD#: 7493251
CD

Professional summary

Chase Cantrell Dalton is a registered financial advisor currently at CHASE WEALTH MANAGEMENT located in Kansas City, Missouri.

Chase is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Chase has worked at 2 firms and has passed the Series 66, Series 7TO and SIE 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chase Cantrell Dalton'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

April 6, 2026 - Present

CHASE WEALTH MANAGEMENT

Office #1: 1201 Nw Briarcliff Parkway Suite #201, Kansas City, MO 64116
RIA
CRD#: 340808
KANSAS CITY, MO
Past

October 11, 2022 - March 19, 2026

COPPER FINANCIAL

RIA
CRD#: 168203
Kansas City, MO
Past

April 29, 2022 - March 19, 2026

COPPER FINANCIAL

BD
CRD#: 168203
Kansas City, MO

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
Kansas
(4/6/2026)
IAR
Missouri
(4/6/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/1/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/29/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/8/2022
Securities Industry Essentials Examination

Current Firm

CW
CHASE WEALTH MANAGEMENT
CHASE ADVISORY AND WEALTH MANAGEMENT, LLC | CHASE WEALTH MANAGEMENT

CRD#: 340808 / SEC#:

Kansas
Registered Investment Advisory firm - (4/6/2026 Approved)
Missouri
Registered Investment Advisory firm - (4/6/2026 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1201 Nw Briarcliff Parkway Suite #201, Kansas City, MO 64116
Mailing Address
Phone number
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.

Company Information

CHASE WEALTH MANAGEMENT

CRD#: 340808Kansas City, MO 64116

TRUST BUT VERIFY

Monitor Chase Dalton

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

Similar Advisors

Dalton Stockton
Dalton StocktonAdvisorCheck Check Mark
WELLS FARGO CLEARING SERVICES, LLC
IAR
RR
ST. LOUIS, MO
MR
Matthew RubinAdvisorCheck Check Mark
LODESTAR SECURITIES CORP.
PR
Brandon Hendricks
Brandon HendricksAdvisorCheck Check Mark
MARINER WEALTH
PR
OVERLAND PARK, KS
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.