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 described as a combination of a domestic entity and an individual. The firm is classified as "unclassified" in the dataset and is not identified as a capital allocator. The profile indicates CHA Financial Advisors does not position itself as an active ESG investor, is not registered as a multi-state adviser, and is not flagged as a pension consultant or as having a related adviser relationship.
Assets & Accounts
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
2 of 2Jeff Tieman
President and CEOCRD 7966306
Erik Kratz
Chief Investment OfficerCRD 8041955
Contacts
3 of 8
LeeAnna Glessing
ConsultingCRD 2381458
Cherry Torres
Senior DirectorCRD 3148804
Bryan Lynn Bogle
Board MemberCRD 7968870
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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