CCS Transactions, LLC
Firm details
- Headquarters
- Minneapolis, Minnesota
- CRD number
- 149901
- Registered since
- December 9, 2010
- Website
- chartwellfa.com
Firm profile
FINTRXOverview
CCS Transactions, LLC is a limited liability company that registers with the SEC (initial registration recorded in 2010) and is classified in the dataset as an investment bank. Ownership is indicated as a mix of domestic entities and individuals. The firm is not identified as a capital allocator and is not listed as an active ESG investor, pension consultant, related adviser, or a multi-state adviser in the available records. The submitted profile contains minimal detail about CCS Transactions’ business lines, advisory activities, fee model, or client segments. The combination of an investment-bank classification and the absence of disclosed asset-management activity suggests the firm’s primary role is transactional or advisory rather than operating as a discretionary wealth manager.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Wilfred Becker
CEOCRD 5656978
Contacts
3 of 39Daniel Kaczmarek
Registered RepresentativeCRD 4808903
Riley Gill
Investment Banking AnalystCRD 7480703

Christopher Staloch
Managing DirectorCRD 2496041
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Minneapolis, MN
Hennepin
Location
Minneapolis, MN
Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 150 S 5th St
- Time zone
- CT (UTC-6)
- Office locations
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