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CS

Chanda N. Sloat

VARRA WEALTH MANAGEMENT LLC
Louisville, CO 80027
Some features on this profile are disabled
CRD#: 7764982
CS

Professional summary

Chanda Nicole Sloat, who also goes by Chanda N Hess, Chanda Nicole Hess, is a registered financial advisor currently at VARRA WEALTH MANAGEMENT LLC located in Louisville, Colorado and LPL FINANCIAL LLC located in Louisville, Colorado.

Chanda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Chanda has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Chanda N Hess | Chanda Nicole Hess

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.
1. 02/27/2024 - Varra Wealth Management, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 01/03/2024 - 120 Hours Per Month/ During Trading - I provide investment advisory services through Varra Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 01/2024. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chanda Nicole Sloat'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

January 17, 2024 - Present

VARRA WEALTH MANAGEMENT LLC

Office #1: 1849 Cherry St. Unit 16, Louisville, CO 80027
RIA
CRD#: 324044
Louisville, CO
Current

October 18, 2023 - Present

LPL FINANCIAL LLC

Office #1: 1849 Cherry Street, Unit 16, Louisville, CO 80027
RIA
BD
CRD#: 6413
Louisville, CO

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".
VW
VARRA WEALTH MANAGEMENT LLC
VARRA FINANCIAL | VARRA WEALTH MANAGEMENT LLC

CRD#: 324044 / SEC#: 801-127022

RIA
Registered Investment Advisory firm - (12/9/2022 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Colorado
(10/18/2023)
IAR
Colorado
(1/17/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/16/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/18/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/7/2023
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

VW
VARRA WEALTH MANAGEMENT LLC
VARRA FINANCIAL | VARRA WEALTH MANAGEMENT LLC

CRD#: 324044 / SEC#: 801-127022

RIA
Registered Investment Advisory firm - (12/9/2022 Approved)
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Contact information

Main Address
1849 Cherry St. Unit 16, Louisville, CO 80027
Mailing Address
Phone number
(303) 665-2822
Established
Firm type
Fiscal year end
# of Employees
5

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

FORM ADV PART 2A - VARRA WEALTH MANAGEMENT LLC (7/14/2025)

Regulatory assets under management

Total Number of Accounts1,121
AUM (Assets Under Management)$ 237,502,237

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

VARRA WEALTH MANAGEMENT LLC

CRD#: 324044Louisville, CO 80027

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