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Paul Dana Chapman

Colburn Wealth Management, LLC

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About Paul Dana Chapman

Paul Dana Chapman is a financial advisor in Grove City, OH. Paul has been in the industry since April 2004 and is currently registered with Colburn Wealth Management, LLC. Paul has a strong track record of providing financial advice to individuals, including high net worth individuals. He is also a certified financial planner (CFP) and has a Series 6, Series 7 and Series 66 licenses. Paul is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Paul Chapman is currently registered with Colburn Wealth Management, LLC. Colburn Wealth Management, LLC is a registered investment advisor headquartered in [Location]. They provide financial planning and portfolio management services to individuals and high-net-worth individuals. The firm has a team of three investment advisor representatives and manages approximately $80.59 million in assets. They also offer educational seminars to their clients.

$80.59M

Assets Under Management

Not reported

Total Clients

2

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Paul Chapman’s Registration & Firm History

OH

06/17/2016 - Present

Colburn Wealth Management, LLC (GROVE CITY OH)

OH

04/01/2004 - 06/23/2016

QUESTAR CAPITAL CORPORATION (MILLERSPORT OH)

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Licenses & Designations

BOTH

Issued 06/03/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/08/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/23/2016

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/2004

Series 7 - General Securities Representative Examination

BC

Issued 03/31/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Paul Dana Chapman. Review regulatory record here.
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