Chelsey Munn is a registered investment advisor, based in Hartsville, SC, with 7 years of industry experience.
Location
107 East Home Avenue, Hartsville, SC, 29550
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Chelsey operates under the DBA Define Wealth Financial Group for her LPL business since 2021. This activity is investment-related.
Employment History
Current Registrations
Kestra Advisory Services, LLC
September 2025 - Present · 8 mos
Kestra Investment Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
LPL Financial LLC
July 2021 - September 2025 · 4 yrs 2 mos
LPL Financial LLCBroker
July 2021 - September 2025 · 4 yrs 2 mos
Waddell & Reed
December 2018 - July 2021 · 2 yrs 7 mos
Waddell & ReedBroker
October 2018 - July 2021 · 2 yrs 9 mos
State Registrations9 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.