Chase
Felchle

Royal Alliance Associates, Inc

CRD#6210927
Investment Advisor
in Waterloo, IA

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About this Advisor

Chase Felchle is a financial advisor who works out of Waterloo, Iowa, who has 5 years of relevant experience. Felchle is on the advisory team at Royal Alliance Associates, Inc. During their career, Felchle has held roles at Principal Financial Group, Financial Decisions Group, Transamerica Agency Network, Transamerica Financial Advisors, Inc, Mcintee Financial Services, Signator Investors, Inc and Royal Alliance Associates, Inc. Felchle holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Iowa. Royal Alliance Associates, Inc is an advisory company headquartered in Jersey City, NJ. The company has offices in 1,009 locations and a total of 3,704 employees. It oversees $30 billion in total assets across its 149,233 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 191 charitable organizations. Of its 149,233 accounts, just 11% belong to high-net-worth individuals who have greater than $1 million in assets. Royal Alliance Associates, Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors depend on which services are offered. However, fees billed by Royal Alliance Associates, Inc most likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3013 Greyhound Drive Box 2487
Waterloo, IA 50704

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$29,536,149,674

IA Average: $10,121,009,343
Total Number of Employees

3,704

IA Average: 92
Total Number of Accounts

149,233

IA Average: 6,978
Average Account Size

$197,920

IA Average: $1,450,417

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
  • Educational seminars/workshops

Chase Felchle Work History

Chase has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Royal Alliance Associates, Inc

2013 - Present (11 years)

Financial Decisions Group

2016 - 2018 (2 years)

Signator Investors, Inc

2014 - 2016 (2 years)

Mcintee Financial Services

2013 - 2016 (3 years)

Transamerica Agency Network

2013 - 2016 (3 years)

Transamerica Financial Advisors, Inc

2012 - 2013 (1 year)

Principal Financial Group

*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 Felchle 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 Royal Alliance Associates, Inc

Austen Harvey
Jersey City, NJ
Arthur Cosper
Temple, TX
Samuel Clark
South Jordan, UT
David Whitfield
Mishawaka, IN
Joshua Harper
South Jordan, UT
Noah Buehner
Fort Wayne, IN
Louis Sparacino
Mineola, NY
Phillip Wong
Wayland, MA

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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