Shaun William patrick Chelf
Investment adviser representative at Reliant Wealth Planning, LLC
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$595.2MFirm assets
Are you Shaun William patrick Chelf? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- Reliant Wealth Planning, LLCJan 2017 to now
- Comprehensive Asset Management and Servicing, Inc.Jan 2017 to Dec 2023
- Jjb Hilliard Wl LLCSep 2008 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 2 states (KY, TX).
Reliant Wealth Planning, LLC
$595.2MAssets managed
1,701Clients
6Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4168723
- Firm CRD
- 286230