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Chelsea Ann Hewitt

CONNECTED WEALTH SOLUTIONS, LLC·LA GRANDE, Oregon
Clean recordCONNECTED WEALTH SOLUTIONS, LLC
1121 ADAMS AVENUE, LA GRANDE, OR 97850CRD# 7328155Firm CRD# 277111

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Chelsea Ann Hewitt · LA GRANDE, OR
Registration
CRD #7328155 · CONNECTED WEALTH SOLUTIONS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Chelsea Ann Hewitt is a registered financial advisor based in LA GRANDE, Oregon, affiliated with CONNECTED WEALTH SOLUTIONS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CONNECTED WEALTH SOLUTIONS, LLC
CONNECTED WEALTH SOLUTIONS, LLC
AUM
$146M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at CONNECTED WEALTH SOLUTIONS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7328155
Firm CRD# 277111
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Chelsea Ann Hewitt offer?
Chelsea Ann Hewitt specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LA GRANDE, Oregon for a consultation.
What are Chelsea Ann Hewitt's credentials?
Chelsea Ann Hewitt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chelsea Ann Hewitt located?
Chelsea Ann Hewitt is based in LA GRANDE, Oregon, working with CONNECTED WEALTH SOLUTIONS, LLC. Their office serves clients in the LA GRANDE metropolitan area and surrounding communities.
How does Chelsea Ann Hewitt charge for services?
Chelsea Ann Hewitt's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONNECTED WEALTH SOLUTIONS, LLC?
CONNECTED WEALTH SOLUTIONS, LLC has approximately 4 employees and manages $146M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CONNECTED WEALTH SOLUTIONS, LLC

Brent Martin Gunderson
LA GRANDE, OR
Michael Rae Poe
LA GRANDE, OR
Yvonne Kathleen Roberts
LA GRANDE, OR

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)MEDFORD (25)CLACKAMAS (15)JACKSONVILLE (11)GRANTS PASS (11)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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