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Chase Toberman Heiden

Chicago Capital Management Advisors, LLC

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About Chase Toberman Heiden

Chase Toberman Heiden is an investment advisor representative at Chicago Capital Management Advisors, LLC. Chase Heiden has 12 years of experience in the financial services industry. Chase Heiden holds Series 6, 7, 63, and 65 securities licenses.

Firm Information

Chase Heiden is currently registered with Chicago Capital Management Advisors, LLC. Chicago Capital Management Advisors, LLC is an investment advisor based in Lisle, IL. The firm has 10 licensed agents and 16 investment advisor representatives. They manage approximately $110,237,992 in regulatory assets under management, primarily for individuals. They offer financial planning and portfolio management services for individuals and provide estate and insurance planning services.
Chicago Capital Management Advisors, LLC

4722 MAIN STREET

LISLE, IL 60532

$110.24M

Assets Under Management

Not reported

Total Clients

13

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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estate and insurance planning

Estate and insurance planning

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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percentage of assets

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

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Chase Heiden’s Registration & Firm History

CA

03/21/2023 - Present

Chicago Capital Management Advisors, LLC (Dana Point CA)

CA

06/07/2018 - 03/03/2023

OPPENHEIMER & CO. INC. (NEWPORT BEACH CA)

CA

01/15/2015 - 06/26/2018

WEDBUSH SECURITIES INC. (NEWPORT BEACH CA)

CA

07/30/2014 - 01/08/2015

SC DISTRIBUTORS, LLC (NEWPORT BEACH CA)

MA

11/09/2011 - 07/07/2014

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)

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Licenses & Designations

IA

Issued 03/24/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/12/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/25/2013

Series 7 - General Securities Representative Examination

BC

Issued 11/07/2011

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 Toberman Heiden.
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