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
CG

Chase Geiger

WEALTHCARE CAPITAL PARTNERS
Indianola, IA 50125
CRD#: 8010447
Some features on this profile are disabled
CG
Chase GeigerWEALTHCARE CAPITAL PARTNERS

Professional summary

Chase Geiger is a registered financial advisor currently at WEALTHCARE CAPITAL PARTNERS, LLC located in Indianola, Iowa and ARKADIOS CAPITAL located in Indianola, Iowa.

Chase is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Chase has worked at 2 firms and has passed the Series 65, 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 Geiger'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 25, 2025 - Present

WEALTHCARE CAPITAL PARTNERS, LLC

Office #1: 1601 N. 14th St., Indianola, IA 50125
RIA
CRD#: 330300
Indianola, IA
Current

February 23, 2026 - Present

ARKADIOS CAPITAL

Office #1: 1601 N. 14th St, Indianola, IA 50125
BD
CRD#: 282710
Indianola, IA

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".
WC
WEALTHCARE CAPITAL PARTNERS, LLC
ATLANTIC FINANCIAL SERVICES INC. | WEALTHCARE CAPITAL PARTNERS, LLC | VERITY FINANCIAL PLANNING | FELLOWS TOO | FELLOWS | FELLOW & BLAKE

CRD#: 330300 / SEC#: 801-129749

RIA
Registered Investment Advisory firm - (4/24/2024 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.

Highlighted states indicate IAR registrations

IAR
Iowa
(4/25/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/24/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/23/2026
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/28/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

WC
WEALTHCARE CAPITAL PARTNERS, LLC
ATLANTIC FINANCIAL SERVICES INC. | WEALTHCARE CAPITAL PARTNERS, LLC | VERITY FINANCIAL PLANNING | FELLOWS TOO | FELLOWS | FELLOW & BLAKE

CRD#: 330300 / SEC#: 801-129749

RIA
Registered Investment Advisory firm - (4/24/2024 Approved)
Loading...

Contact information

Main Address
1065 Andrew Drive, West Chester, PA 19380
Mailing Address
Phone number
(804) 644-4711
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WEALTHCARE CAPITAL PARTNERS FORM ADV2A ("DISCLOSURE BROCHURE") AND APPENDIX 1 ("WRAP FEE PROGRAM") (10/17/2025)

Regulatory assets under management

Total Number of Accounts1,395
AUM (Assets Under Management)$ 330,922,755

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

WEALTHCARE CAPITAL PARTNERS, LLC

CRD#: 330300Indianola, IA 50125

TRUST BUT VERIFY

Monitor Chase Geiger

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

Similar Advisors

RS
Rajpreet SanghaAdvisorCheck Check Mark
PRINCIPAL SECURITIES, INC.
IAR
RR
Tracy, CA
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.