Chase
Wickenheiser
Magnus Financial Group LLC
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About this Advisor
Chase Wickenheiser is a financial advisor based in New York, New York, working with Magnus Financial Group LLC. Chase has previously held positions at Mass Mutual Life Insurance Company, Mml Investors Services, LLC, Modus Park Associates, Ihs Markit, Ipreo, LLC, Pine Hills Golf Course, Cornell University, Abington Heights High School, Armetta's Pizza, and Magnus Financial Group LLC. Chase has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Chase is part of Magnus Financial Group LLC, which operates out of New York, New York. The firm has 22 employees and manages assets totaling $1.6 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Magnus Financial Group LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Magnus Financial Group LLC Brokerage Details
$1,557,478,677
22
3,884
$400,999
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Chase Wickenheiser Work History
Magnus Financial Group LLC
Mass Mutual Life Insurance Company
Mml Investors Services, LLC
Modus Park Associates
Ihs Markit
Ipreo, LLC
Ipreo, LLC
Pine Hills Golf Course
Pine Hills Golf Course
Cornell University
Armetta'S Pizza
Abington Heights High School
Disclosures
Please visit the SEC profile of Chase Wickenheiser 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 Magnus Financial Group LLC
New York, NY
New York, NY
Bedford Corners, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 6/19/2024. 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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