linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Chase Michael Tushaus

Tushaus Wealth Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Chase? Claim Your Profile

About Chase Michael Tushaus

Chase Michael Tushaus is a financial advisor with Tushaus Wealth Management. Chase is registered with the state of Arizona, California, Colorado, Kansas, Missouri, South Dakota and Texas. He has been in the industry since 2011 and has previously been with RBC Capital Markets, LLC and ARMA Financial Services, INC.. Chase holds Series 63, 66, 7 and SIE securities licenses. Chase Michael Tushaus specializes in providing financial advice and portfolio management services to individuals, high-net-worth individuals and charitable organizations. He also offers educational seminars and financial planning services.

Firm Information

Chase Tushaus is currently registered with Tushaus Wealth Management. Tushaus Wealth Management is a financial advisory firm with 4 licensed agents and investment advisor representatives. They manage approximately $40 million in assets for 258 clients, primarily high-net-worth individuals and individuals other than high-net-worth. Their services include financial planning and portfolio management for individuals. They also offer educational seminars.

$40.00M

Assets Under Management

Not reported

Total Clients

4

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Chase Tushaus’s Registration & Firm History

CA

02/08/2022 - Present

Tushaus Wealth Management (San Diego CA)

CA

09/02/2016 - 04/29/2020

RBC CAPITAL MARKETS, LLC (LA JOLLA CA)

AZ

01/26/2011 - 08/16/2011

ARMA FINANCIAL SERVICES, INC. (SCOTTSDALE AZ)

Not sure if Chase Michael Tushaus is right for you?

Licenses & Designations

BOTH

Issued 09/30/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/04/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/02/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chase Michael Tushaus.
Not sure if Chase Michael Tushaus is right for you?