Chase
Wickenheiser
Magnus Financial Group LLC
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About this Advisor
Chase Wickenheiser is a financial advisor operating out of New York, New York. Wickenheiser is an advisor for Magnus Financial Group LLC. Over the course of their career, they have held roles 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. Wickenheiser maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in New York. Magnus Financial Group LLC is a financial advisory business operating out of New York, NY. It oversees $1 billion in total assets across its 3,378 accounts, making it one of the bigger financial advisory firms in the nation by assets under management. Of its 3,378 accounts, 35% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors typically depend on the type of financial services. However, fee types billed by Magnus Financial Group LLC can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Magnus Financial Group LLC Brokerage Details
$1,260,520,976
21
3,378
$373,156
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
Chase has been registered as a financial advisor for 0 years.*
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
*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 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
Bedford Corners, NY
New York, 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 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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