CHA FINANCIAL ADVISORS
Firm details
- Headquarters
- DENVER, Colorado
- CRD number
- 46726
- Registered since
- July 9, 1999
Firm profile
FINTRXOverview
CHA Financial Advisors is organized as a corporation and has been SEC-registered since 1999. The ownership is recorded as a mix of a domestic entity and an individual. The firm's public record classifies it as "unclassified" and indicates it does not operate as a capital allocator. The available information does not describe the firm's client segments, fee schedules, specific advisory offerings, or investment process. The record flags that CHA Financial Advisors is not an active ESG investor, does not operate as a multi-state adviser, is not newly formed, and does not act as a pension consultant or a related adviser to another entity.
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
3 of 3LeeAnna Glessing
Chief Compliance OfficerCRD 2381458
JEFF TIEMAN
President and CEOCRD 7966306
Erik Kratz
Chief Investment OfficerCRD 8041955
Contacts
3 of 7KIMBERLY KAY LUCERO
Board MemberCRD 8105663
KAREN L BRYANT
Board MemberCRD 8218791
CHERRY TORRES
Senior DirectorCRD 3148804
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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