Chase
Heiden

Chicago Capital Management Advisors, LLC

CRD#5984122
Investment Advisor
in Dana Point, CA

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About this Advisor

Chase Heiden is a financial advisor working in Dana Point, California. Heiden is currently employed by Chicago Capital Management Advisors, LLC. During their career, the advisor has held roles at Putnam Retail Management, Sc Distributors LLC, Wedbush Securities Inc, American Trust Investment Services, Inc, Chicago Capital Management Advisors, Inc and Oppenheimer & Co. Inc. Heiden holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Arizona, California, Colorado and Texas. Chicago Capital Management Advisors, LLC is an advisory business operating in Dana Point, California.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 1 year

Office Location

Dana Point, CA

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Chase Heiden Work History

Chase has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

American Trust Investment Services, Inc

2023 - Present (1 year)

Chicago Capital Management Advisors, Inc

2018 - 2023 (5 years)

Oppenheimer & Co. Inc

2015 - 2018 (3 years)

Wedbush Securities Inc

2014 - 2014 (< 1 year)

Sc Distributors LLC

2011 - 2014 (3 years)

Putnam Retail Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Chase Heiden to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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