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Robert Clinton Chedester

CREDENTIALED WEALTH ADVISORS, LLC·COLORADO SPRINGS, Colorado
Clean recordCREDENTIALED WEALTH ADVISORS, LLC
5550 TECH CENTER DRIVE, COLORADO SPRINGS, CO 80919CRD# 6640987Firm CRD# 312517

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Clinton Chedester · COLORADO SPRINGS, CO
Registration
CRD #6640987 · CREDENTIALED WEALTH ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Clinton Chedester is a registered financial advisor based in COLORADO SPRINGS, Colorado, affiliated with CREDENTIALED WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CREDENTIALED WEALTH ADVISORS, LLC
CREDENTIALED WEALTH ADVISORS, LLC
AUM
$136M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CREDENTIALED WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6640987
Firm CRD# 312517
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Clinton Chedester offer?
Robert Clinton Chedester specializes in Financial Planning, Investment Management. Contact their office in COLORADO SPRINGS, Colorado for a consultation.
What are Robert Clinton Chedester's credentials?
Robert Clinton Chedester is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Clinton Chedester located?
Robert Clinton Chedester is based in COLORADO SPRINGS, Colorado, working with CREDENTIALED WEALTH ADVISORS, LLC. Their office serves clients in the COLORADO SPRINGS metropolitan area and surrounding communities.
How does Robert Clinton Chedester charge for services?
Robert Clinton Chedester's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CREDENTIALED WEALTH ADVISORS, LLC?
CREDENTIALED WEALTH ADVISORS, LLC has approximately 2 employees and manages $136M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CREDENTIALED WEALTH ADVISORS, LLC

Julian Briscoe Heron
JOHNSTOWN, CO
Joseph Gebhart
COLORADO SPRINGS, CO
Roy Adam Hucke
JOHNSTOWN, CO

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