Unclaimed Profile

Charles Henry Embs

CHESME, LLC·DEWITT, Michigan

Series 7, Series 63, Series 65Clean record15 years registeredCHESME, LLC

124 N BRIDGE ST, DEWITT, MI 48820CRD# 4139482Firm CRD# 288631

Profile Verification

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

Identity

Charles Henry Embs · DEWITT, MI

Registration

CRD #4139482 · CHESME, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CHESME, LLC

CHESME CAPITAL MANAGEMENT

Dec 2017 – May 2021

DEWITT, MI

CHESME CAPITAL MANAGEMENT

Oct 2010 – Aug 2017

DEWITT, MI

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · October 8, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHESME, LLC

CRD 288631 · SEC 801-110909

AUM

$649M

Regulatory assets under management

Employees

259 client accounts

Services offered by CHESME, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

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Introduction

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Frequently Asked Questions

What services does Charles Henry Embs offer?

Charles Henry Embs specializes in Financial Planning, Investment Management, Wealth Management.

What are Charles Henry Embs's credentials?

Charles Henry Embs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Henry Embs located?

Charles Henry Embs is based in DEWITT, Michigan, last registered with CHESME, LLC.

How does Charles Henry Embs charge for services?

Charles Henry Embs's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHESME, LLC?

CHESME, LLC has approximately 6 employees and manages $649M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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Other Advisors at CHESME, LLC

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Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

Nearby cities in Michigan

GRAND RAPIDS (112)BLOOMFIELD HILLS (94)SOUTHFIELD (89)TROY (70)ANN ARBOR (56)BIRMINGHAM (35)TRAVERSE CITY (32)HOLLAND (30)PORTAGE (30)LIVONIA (28)

City Guides

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Research

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