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CHIPSER WEALTH MANAGEMENT, LLC
CHIPSER WEALTH MANAGEMENT, LLC
DESTIN, Florida
·
1 registered advisor
·
CRD# 306396
SEC# 801-129525
0
(850) 424-6330
01
Firm Overview
AUM
$106M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at CHIPSER WEALTH MANAGEMENT, LLC
1 registered advisor
Brett Stephen Chipser
DESTIN, Florida
CRD# 4861316
05
Office Locations
DESTIN, Florida
1 advisor
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Data sourced from SEC Form ADV filings. CHIPSER WEALTH MANAGEMENT, LLC (CRD# 306396) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.