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CH

Chelsea S. Harper

BLDR WEALTH
SHAWNEE, KS 66203
CRD#: 8043114
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CH
Chelsea Sheahan HarperBLDR WEALTH

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.
The advisor shows no other business activity.

Blog Corner


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®
None

Experience


Current

March 28, 2025 - Present

BLDR WEALTH LLC

Office #1: 5931 Nieman Road Suite 200, Shawnee, KS 66203
RIA
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)

Exams


State Security Law Exam
IAR
Series 65
Date: 2/3/2025
Uniform Investment Adviser Law Examination

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)
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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

Documents


Latest Form ADV
0

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


BLDR WEALTH LLC

CRD#: 335077Shawnee, KS 66203

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