Sandra
Chapman
Transform Wealth, LLC
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About this Advisor
Sandra Chapman is a chartered financial analyst working in Englewood, Colorado with a total of 4 years of industry experience. Chapman is currently employed by Transform Wealth, LLC. Throughout their career, they have worked at Transform Wealth, LLC, Charles Schwab & Co., Inc, Schwab Private Client Investment Advisory, Inc, Sandi Chapman Photography, Cobiz Wealth and The Milestone Group, Inc. Chapman has Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Colorado. Transform Wealth, LLC is an advisory firm that has its headquarters in Englewood, CO. The investment advisory business has offices in four locations and a total of 26 employees. It administers $2 billion in total assets between its 1,565 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to nine charitable organizations. Of its 1,565 accounts, 28% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advisory services usually are based on which service is provided. Fees billed by Transform Wealth, LLC can include asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transform Wealth, LLC Brokerage Details
$2,201,893,915
26
1,565
$1,406,961
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Sandra Chapman Work History
Sandra has been registered as a financial advisor for 4 years.*
Transform Wealth, LLC
The Milestone Group, Inc
Cobiz Wealth
Sandi Chapman Photography
Charles Schwab & Co., Inc
Schwab Private Client Investment Advisory, Inc
*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 Sandra Chapman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Transform Wealth, LLC
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
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