Hannah Rose Chapman
Investment adviser representative at Juncture Wealth Strategies, LLC
19 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$473.6MFirm assets
Are you Hannah Rose Chapman? 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
- Pension consulting
Experience
19 years in the industry.
- Juncture Wealth Strategies, LLCJan 2021 to now
- Ameriprise Financial Services, Inc.Sep 2007 to Jan 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 3 states (AZ, KY, OH).
Juncture Wealth Strategies, LLC
$473.6MAssets managed
462Clients
10Advisers
8 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
- 5412965
- Firm CRD
- 298110