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Hannah Rose Chapman

Juncture Wealth Strategies, LLC

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About Hannah Rose Chapman

Hannah Rose Chapman is a financial advisor with Juncture Wealth Strategies, LLC. Hannah has been a registered representative since 2007 and is also a Certified Financial Planner. Hannah has experience working with individuals and families as well as small businesses. Hannah provides financial planning, portfolio management and selection of other advisors for clients. Hannah has worked for Ameriprise Financial Services, Inc., in the past and is licensed in Arizona, Kentucky and Ohio.

Firm Information

Hannah Chapman is currently registered with Juncture Wealth Strategies, LLC. Juncture Wealth Strategies, LLC is an investment advisor registered with the SEC. They are headquartered in Scottsdale, Arizona, and manage over $332 million in assets. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension plans. They have 9 investment advisor representatives and 6 licensed agents. Their website is http://www.juncturewealth.com.
Juncture Wealth Strategies, LLC

8777 E. VIA DE VENTURA

SCOTTSDALE, AZ 85258

$332.83M

Assets Under Management

Not reported

Total Clients

8

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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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fixed fees

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

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percentage of assets

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

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Hannah Chapman’s Registration & Firm History

AZ

01/29/2021 - Present

Juncture Wealth Strategies, LLC (SCOTTSDALE AZ)

OH

11/09/2017 - 02/02/2021

AMERIPRISE FINANCIAL SERVICES, LLC (CINCINNATI OH)

OH

10/01/2007 - 01/29/2013

AMERIPRISE FINANCIAL SERVICES, INC. (CINCINNATI OH)

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Licenses & Designations

BOTH

Issued 11/21/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/09/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Hannah Rose Chapman. Review regulatory record here.
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