Jessi Lyn Chadd
Investment adviser representative at Aspyre Wealth Partners
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$668.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
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.
- Aspyre Wealth PartnersDec 2009 to now
- Khc Wealth Management ServicesJun 2008 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (KS).
Aspyre Wealth Partners
Legal name: Koesten Hirschmann & Crabtree, Inc.
$668.3MAssets managed
329Clients
8Advisers
26 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
- 5326985
- Firm CRD
- 107212