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Shaun William patrick Chelf

Reliant Wealth Planning, LLC

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About Shaun William patrick Chelf

Shaun Chelf is a financial advisor in Louisville, Kentucky, with over 18 years of experience in the financial services industry. Shaun is a founding partner and owner of Reliant Wealth Planning, LLC. Shaun is also the owner of 301 Townepark, LLC, a commercial building in Louisville, Kentucky. Previously, Shaun was a financial advisor at J.J.B. Hilliard, W.L. Lyons, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Shaun is a Certified Financial Planner and holds the Series 7, Series 31, and Series 66 securities licenses. Shaun has a specializations in financial planning, portfolio management for individuals and educational seminars.

Firm Information

Shaun Chelf is currently registered with Reliant Wealth Planning, LLC. Reliant Wealth Planning, LLC is an investment advisor based in LOUISVILLE, KY. They provide financial planning and portfolio management services to individuals and families, as well as to charitable organizations. The firm has 5 investment advisor representatives and manages approximately $520,645,127 in assets for 1,625 clients. Reliant Wealth Planning offers a wrap fee program and participates in educational seminars.
Reliant Wealth Planning, LLC

301 TOWNEPARK CIRCLE

LOUISVILLE, KY 40243

$520.65M

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.

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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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Shaun Chelf’s Registration & Firm History

KY

01/17/2017 - Present

Reliant Wealth Planning, LLC (Louisville KY)

KY

01/13/2017 - 12/31/2023

APW CAPITAL, INC. (Louisville KY)

KY

09/26/2008 - 02/10/2017

J.J.B. HILLIARD, W.L. LYONS, LLC (LOUISVILLE KY)

KY

06/07/2000 - 09/30/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOUISVILLE KY)

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Licenses & Designations

BOTH

Issued 06/27/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/31/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 06/06/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shaun William patrick Chelf.
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