Jessi Chadd, financial advisor Overland Park KS

Jessi Chadd

CRD Number: 5326985
Current Firm: Aspyre Wealth Partners

Jessi Chadd (CRD# 5326985) is an Investment Advisor Representative working at Aspyre Wealth Partners in Overland Park, KS and has over 14 years of experience in the finance industry. Jessi Chadd has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Khc Wealth Management Services Overland Park, KS Jun 2008 - Current 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2009
Contact Info for Jessi L. Chadd
Phone Number: 913-345-1881
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    535
    MILLIONS
  • Total Number of Accounts
    1,295
    ACCOUNTS
  • Average Account Value
    $412,999
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, FL, KS, LA, MO, NH, TX

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