Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessi? Claim Your ProfileJessi Lyn Chadd is a financial advisor with Aspyre Wealth Partners. She has been a registered investment advisor in Kansas since 2009. Jessi is a Certified Financial Planner and has experience in financial planning, portfolio management for individuals, and conducting educational seminars.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Net worth
1
2
KS
12/15/2009 - Present
Aspyre Wealth Partners (OVERLAND PARK KS)
IA
Issued 12/14/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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