Chelsie
Wasden
Mountain Pacific Investment Advisers, LLC
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About this Advisor
Chelsie Wasden is a certified financial planner working out of Boise, Idaho, with a total of 10 years of relevant experience. Wasden is an advisor for Mountain Pacific Investment Advisers, LLC. They have worked at Mountain Pacific Investment Advisers, Llc for their total career. Wasden has a Series 65 license, qualifying them as an investment advisor representative, and is registered to work in Idaho and Texas. Mountain Pacific Investment Advisers, LLC is a financial advisory firm operating out of Boise, ID. It controls $2 billion in total assets across its 792 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 11 charitable organizations. Of its 792 customer accounts, 60% are associated with high-net-worth individuals who have at least $1 million in assets. Mountain Pacific Investment Advisers, LLC offers a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules are based on the financial services. However, fee types charged by Mountain Pacific Investment Advisers, LLC can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mountain Pacific Investment Advisers, LLC Brokerage Details
$1,678,868,561
5
792
$2,119,784
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Chelsie Wasden Work History
Chelsie has been registered as a financial advisor for 10 years.*
Mountain Pacific Investment Advisers
*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 Chelsie Wasden 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 Mountain Pacific Investment Advisers, LLC
Boise, ID
Boise, ID
Boise, ID
Boise, ID
Boise, ID
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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.
