Chase Cole Grundy is an investment adviser representative (IAR) with state registration records since 2018, appearing at 4 firms. Currently registered with BALANCED WEALTH PARTNERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| BALANCED WEALTH PARTNERS LLC | 2025-03-04 | present | Yes |
| FACET WEALTH, INC | 2023-06-20 | 2025-01-13 | — |
| BEACON CAPITAL MANAGEMENT, LLC | 2020-01-28 | 2023-08-02 | — |
| SECURIAN FINANCIAL SERVICES, INC. | 2018-12-14 | 2019-02-27 | — |