CB
CB

Chase Bellefeuille

5 Years of Experience
Fort Collins, CO
Broker

Chase Bellefeuille is a registered investment advisor at Wells Fargo Advisors, based in Fort Collins, CO, with 5 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

3500 John F Kennedy Parkway, Suite 300, Fort Collins, CO, 80525

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History

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.

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Other Business Activities

Chase is a partial owner of Pickleball Ventures, LLC, a business for pickleball events, since June 2024. This takes about a quarter of Chase's time.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
May 2024 - Present · 2 yrs
Wells Fargo Advisors
May 2024 - Present · 2 yrs
Previous Registrations
LPL Financial LLCBroker
March 2022 - May 2024 · 2 yrs 2 mos
LPL Financial LLC
March 2022 - May 2024 · 2 yrs 2 mos
Thrivent Investment Management INC.
March 2021 - March 2022 · 1 yr
Thrivent Investment Management INC.Broker
February 2021 - March 2022 · 1 yr 1 mo
State Registrations9 states
AZCACOFLNENVOHOKTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.