CH
Chelsea S. Harper
BLDR WEALTH LLC
SHAWNEE, KS 66203
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CRD#: 8043114
CH
Professional summary
Chelsea Sheahan Harper is a registered financial advisor currently at BLDR WEALTH LLC located in Shawnee, Kansas.
Chelsea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Chelsea has worked at 1 firm and has passed the Series 65 exam.
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.
1) TaxesPlus, Inc.; Not investment-related; 5931 Nieman Road, Ste 200, Shawnee, KS. 66203; Tax preparation and advisory firm; Business Manager; Business development, tax preparation, tax planning, and accounting review; Full-time position. 2) Public Accountants Association of Kansas; Not investment-related; Osborne, KS. 67473; Serve practitioners through continuing education and the right to practice under Kansas Law; Board Member; Business operations and voting; Less than 5% of time during the month.
CRS (Client Relationship Summary) - RIA
Click below to view Chelsea Sheahan Harper'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®
NoneExperience
Current
March 28, 2025 - Present
BLDR WEALTH LLC
Office #1: 5931 Nieman Road Suite 200, Shawnee, KS 66203RIA
CRD#: 335077
SHAWNEE, KS
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
Florida(5/20/2025)
IAR
Kansas(3/28/2025)
IAR
Massachusetts(5/28/2025)
Current Firm
BW
BLDR WEALTH LLC
BLDR WEALTH LLC
CRD#: 335077 / SEC#:
Florida
Registered Investment Advisory firm - (5/20/2025 Approved)Kansas
Registered Investment Advisory firm - (3/28/2025 Approved)Massachusetts
Registered Investment Advisory firm - (5/28/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5931 Nieman Road Suite 200, Shawnee, KS 66203
Mailing Address
Phone number
(913) 586-6203
Established
Firm type
Fiscal year end
# of Employees
2
0
Red Flags
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