Yukun Wang
Investment adviser representative at Chequers Financial Management LLC
10 yearsExperience
1 stateRegistered in
$1.3BFirm assets
10 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
Experience
10 years in the industry.
- Chequers Financial Management LLCDec 2018 to now
- Behring Global Educational FoundationDec 2016 to Dec 2018
- AflacJun 2016 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
Chequers Financial Management LLC
$1.3BAssets managed
256Clients
11Advisers
10 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
- 7056951
- Firm CRD
- 175209