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. Ownership is recorded as a combination of a domestic entity and an individual. FINTRX classifies the firm as "Unclassified" rather than under a specific advisory model. Available registry flags show the firm is not a capital allocator and is not identified as an active ESG investor. It is also not listed as a multi-state adviser, a pension consultant, or a related adviser. FINTRX does not list details about the firm's client mix, fee structure, or the specific advisory services it provides.
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
3 of 3
LeeAnna 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
Similar firms
Reynolds Advisory Partners,LLC
Broker-DealerDenver, CO
RFS Partners
Broker-DealerDenver, CO
Class VI Securities, LLC
Broker-DealerDenver, CO
Saints Advisors LLC
Broker-DealerDenver, CO
Gill Capital Partners
Broker-DealerDenver, CO
Clearcreek Securities, LLC
Broker-DealerDenver, CO