Chelsea Lynn English
Investment adviser representative at Root Financial Partners
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.1BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Root Financial Partners, LLCApr 2025 to now
- Lee, Sipe and AssociatesOct 2023 to Apr 2025
- Serving Those Who ServeOct 2023 to Apr 2025
- Ls AssociatesSep 2023 to Apr 2025
- Raymond James Financial Services Advisors, Inc.Sep 2023 to Apr 2025
- Raymond James Financial Services, Inc.Sep 2023 to Apr 2025
- University of MichiganJan 2017 to May 2017
- Hantz GroupMay 2014 to Sep 2023
- Full Time EducationJun 2007 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Root Financial Partners
Legal name: Root Financial Partners, LLC
$2.1BAssets managed
858Clients
64Advisers
4 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
- 5893137
- Firm CRD
- 290289