Chanda Nicole Sloat
Investment adviser representative at Varra Financial
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$305.6MFirm 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 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
12 years in the industry.
- Varra Wealth Management LLCJan 2024 to now
- Varra FinancialJun 2023 to now
- LPL Financial LLCJun 2023 to now
- Unemployed/homemakerMar 2023 to Jun 2023
- University of Colorado, Leeds School of BusinessAug 2021 to Mar 2023
- Sloat HouseholdJan 2015 to Jun 2023
- HomemakerDec 2014 to Aug 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CO).
Varra Financial
Legal name: Varra Wealth Management LLC
$305.6MAssets managed
525Clients
6Advisers
3 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
- 7764982
- Firm CRD
- 324044