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Chase Allen Waltz

Directed Services LLC

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About Chase Allen Waltz

Chase Waltz is a registered representative with Directed Services LLC. Chase has been in the securities industry since May 7, 2015. Chase holds the Series 6 and SIE licenses. Chase was previously registered with VOYA FINANCIAL PARTNERS, LLC.

Firm Information

Chase Waltz is currently registered with Directed Services LLC. Directed Services LLC is a Limited Liability Company formed in December 2006. The firm is registered in California, Delaware, Iowa, Nevada, and Pennsylvania. They are also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

36

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Chase Waltz’s Registration & Firm History

IA

12/13/2019 - Present

Directed Services LLC (DES MOINES IA)

IA

04/14/2015 - 11/18/2019

VOYA FINANCIAL PARTNERS, LLC (DES MOINES IA)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chase Allen Waltz.
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