Paul Dana Chapman

Employer firm

Colburn Wealth Management, LLC CRD 157870

$116M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → Present
  Colburn Wealth Management, Llc
  Mt. Sterling, OH

Previous Registrations

• 2005-01-07 → 2016-06-23
  Questar Asset Management, Inc.
  Minneapolis, MN
  Millersport, OH
  Grove City, OH
• 2004-07-16 → 2005-12-31
  Questar Capital Corporation
  Millersport, OH
  Cambridge, OH
  Millersport, OH

Exams

• S66 Uniform Combined State Law Examination
  2005-06-03
• S63 Uniform Securities Agent State Law Examination
  2004-11-08