Chase Tanner Newell
Investment adviser representative at LPL Financial LLC
11 yearsExperience
3 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial LLCJul 2021 to now
- Various Insurance Carriers for W & R Insurance AgenciesNov 2019 to Jul 2021
- Kathy BaheNov 2018 to Jul 2021
- Rk Bahe & Associates LLCNov 2018 to Jul 2021
- Waddell & Reed IncNov 2018 to Jul 2021
- UnemployedOct 2018 to Nov 2018
- Northwest Kansas Decorating CenterAug 2017 to Oct 2018
- UnemployedMay 2017 to Aug 2017
- StudentAug 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (KS, NE, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7040659
- Firm CRD
- 6413