Unclaimed Profile

Tami J. Mehlbrandt

CHATTERTON & ASSOCIATES, THE WEALTH MANAGEMENT TEAM, INC.·ANAHEIM, California

SIE, Series 7, Series 24, Series 53, Series 66Clean record24 years registeredCHATTERTON & ASSOCIATES, THE WEALTH MANAGEMENT TEAM, INC.

3061 E. LA PALMA AVE., ANAHEIM, CA 92806CRD# 2966907Firm CRD# 132295

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tami J. Mehlbrandt · ANAHEIM, CA

Registration

CRD #2966907 · CHATTERTON & ASSOCIATES, THE WEALTH MANAGEMENT TEAM, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CHATTERTON & ASSOCIATES, THE WEALTH MANAGEMENT TEAM, INC.

ROYAL ALLIANCE ASSOCIATES, INC.

Feb 2018 – Dec 2020

ANAHEIM, CA

CHATTERTON & ASSOCIATES, THE WEALTH MANAGEMENT TEAM, INC.

Mar 2011 – Mar 2021

ANAHEIM, CA

MUTUAL SERVICE CORPORATION

Jan 2007 – Feb 2007

YORBA LINDA, CA

GREENTREE FINANCIAL SERVICES, LLC

Jan 2007 – Jan 2008

YORBA LINDA, CA

REGAL ADVISORY SERVICES, INC.

Aug 2002 – Apr 2005

REDLANDS, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 53

Series 66

Registration record

First registered · August 8, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHATTERTON & ASSOCIATES, THE WEALTH MANAGEMENT TEAM, INC.

CRD 132295 · SEC 801-63394

AUM

$1.1B

Regulatory assets under management

Employees

2,750 client accounts

Services offered by CHATTERTON & ASSOCIATES, THE WEALTH MANAGEMENT TEAM, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CHATTERTON & ASSOCIATES, THE WEALTH MANAGEMENT TEAM, INC. →

Introduction

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Frequently Asked Questions

What services does Tami J. Mehlbrandt offer?

Tami J. Mehlbrandt specializes in Financial Planning, Investment Management.

What are Tami J. Mehlbrandt's credentials?

Tami J. Mehlbrandt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tami J. Mehlbrandt located?

Tami J. Mehlbrandt is based in ANAHEIM, California, last registered with CHATTERTON & ASSOCIATES, THE WEALTH MANAGEMENT TEAM, INC..

How does Tami J. Mehlbrandt charge for services?

Tami J. Mehlbrandt's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHATTERTON & ASSOCIATES, THE WEALTH MANAGEMENT TEAM, INC.?

CHATTERTON & ASSOCIATES, THE WEALTH MANAGEMENT TEAM, INC. has approximately 25 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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