CHA Financial Advisors

Broker-DealerFINRA MemberEst. 1999
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Denver, Colorado
CRD number
46726
Registered since
July 9, 1999

Firm profile

FINTRX

Overview

CHA Financial Advisors is organized as a corporation and has been SEC-registered since 1999. Ownership is listed as a combination of a domestic entity and an individual. The firm is classified as unclassified in the available dataset and is not identified as a capital allocator. It does not self-report as an active ESG investor, is not a multistate adviser, and is not described as a pension consultant or a related adviser. The dataset does not include details about the firm's client types, fee model, specific advisory services, or investment strategy, so there is no available information on how the firm positions its services or the markets and asset classes it targets.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • LeeAnna Glessing

    LeeAnna Glessing

    Chief Compliance OfficerCRD 2381458

  • Jeff Tieman

    President And CEOCRD 7966306

  • Erik Kratz

    Erik Kratz

    Chief Investment OfficerCRD 8041955

Contacts

3 of 7
  • Kimberly Kay Lucero

    Board MemberCRD 8105663

  • Karen L Bryant

    Board MemberCRD 8218791

  • Cherry Torres

    Cherry Torres

    Senior DirectorCRD 3148804

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Denver, CO

Denver

Location

Denver, CO

Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Denver
Address
1700 N Lincoln St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth