Investment adviser representative · Balanced Wealth Partners LLC
Chase C. Grundy
CRD 6956912 · Fort Collins, CO
At a glance
Chase C. Grundy is an investment adviser representative with Balanced Wealth Partners LLC in Fort Collins, CO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Chase’s SEC record dates to 2018, about 7 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Balanced Wealth Partners LLCSince March 2025Fort Collins, CO · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2018 (7 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Chase’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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