Unclaimed Profile

Kasey Jon Chapin

HI-LINE CAPITAL MANAGEMENT, LLC·WATERTOWN, South Dakota

SIE, Series 7, Series 66CFPClean record17 years registeredHI-LINE CAPITAL MANAGEMENT, LLC

25 1ST AVE. NW, WATERTOWN, SD 57201CRD# 5549274Firm CRD# 149522

Profile Verification

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

Identity

Kasey Jon Chapin · WATERTOWN, SD

Registration

CRD #5549274 · HI-LINE CAPITAL MANAGEMENT, LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HI-LINE CAPITAL MANAGEMENT, LLC

HI-LINE CAPITAL MANAGEMENT, LLC

Aug 2018 – Jul 2024

WATERTOWN, SD

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Aug 2010 – Aug 2018

WATERTOWN, SD

AMERIPRISE FINANCIAL SERVICES, INC.

Sep 2008 – Aug 2010

WATERTOWN, SD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · September 22, 2008

Years registered · 17

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HI-LINE CAPITAL MANAGEMENT, LLC

CRD 149522 · SEC 801-87167

AUM

$632M

Regulatory assets under management

Employees

467 client accounts

Services offered by HI-LINE CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HI-LINE CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Kasey Jon Chapin offer?

Kasey Jon Chapin specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Kasey Jon Chapin's credentials?

Kasey Jon Chapin holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kasey Jon Chapin located?

Kasey Jon Chapin is based in WATERTOWN, South Dakota, last registered with HI-LINE CAPITAL MANAGEMENT, LLC.

How does Kasey Jon Chapin charge for services?

Kasey Jon Chapin'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 HI-LINE CAPITAL MANAGEMENT, LLC?

HI-LINE CAPITAL MANAGEMENT, LLC has approximately 7 employees and manages $632M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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