Chelsei June Latsch
Investment adviser representative at Antonelli Financial Advisors, LLC
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$229.1MFirm 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
Experience
12 years in the industry.
- Antonelli Financial Advisors, LLCNov 2017 to now
- Comerica BankMay 2017 to Nov 2017
- Texas RoadhouseJun 2014 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 3 states (IL, MI, NY).
Antonelli Financial Advisors, LLC
$229.1MAssets managed
193Clients
2Advisers
2 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
- 7090874
- Firm CRD
- 286452