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FIRM PROFILE
Overview
CHA FINANCIAL ADVISORS is located at 1700 Lincoln Street, Suite 3030, Denver, CO 80203 and was first established at Denver, Colorado in 06/29/2003. After operating for 22 years, CHA FINANCIAL ADVISORS has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of CHA FINANCIAL ADVISORS’s clients are individuals and 0% of their clients are high net worth individuals. CHA FINANCIAL ADVISORS has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at CHA FINANCIAL ADVISORS are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access CHA FINANCIAL ADVISORS‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at CHA FINANCIAL ADVISORS. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for CHA FINANCIAL ADVISORS Comes From
Understanding the Statistics for CHA FINANCIAL ADVISORS and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
1700 Lincoln Street, Suite 3030, Denver, CO 80203
1700 Lincoln Street, Suite 3030, Denver, CO 80203
Small
(720) 489-9099
Colorado since 06/29/2003
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| SUPPORT SERVICES, INC. | SHAREHOLDER | ||
| AMRICH, JASON CHARLES | BOARD MEMBER | 7968852 | |
| BOGLE, BRYAN LYNN | BOARD MEMBER | 7968870 | |
| CLECKLER, JASON MARSHALL | BOARD MEMBER | 7968819 | |
| GLESSING, LEEANNA GRACE KRAUS | FINOP | 2381458 | |
| KLEIN, KORREY DON | BOARD MEMBER | 7320912 | |
| KRATZ, ERIK MICHAEL | BOARD MEMBER | 8041955 | |
| LUCERO, KIMBERLY KAY | BOARD MEMBER | 8105663 | |
| SIGURDSON, ANGELA DAWN | PRESIDENT/BOARD MEMBER | 8039500 | |
| TIEMAN, JEFF | BOARD MEMBER | 7966306 | |
| TORRES, CHERRY ELIZABETH | CHIEF COMPLIANCE OFFICER | 3148804 |
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Advisor's working at CHA FINANCIAL ADVISORS
Leeanna Grace Kraus Glessing
Cherry Elizabeth Torres
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