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Melanie S Hayes Dwyer

Chf Wealth Management, LLC

Lafayette, LA

CRD 4140411

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Employer firm

Chf Wealth Management, LLC CRD 139331

195 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Chf Wealth Management, Llc

201 Rue Iberville, Suite 710, Lafayette, LA 70508 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-07-15
  • LA RA
    APPROVED
    Since 2024-07-15

Branch Locations

201 Rue Iberville, Suite 710, Lafayette, LA 70508 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Chf Wealth Management, Llc Lafayette LA 11/2007 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-28
S63 Uniform Securities Agent State Law Examination 2000-04-11
  • S65 Uniform Investment Adviser Law Examination
    2024-06-28
  • S63 Uniform Securities Agent State Law Examination
    2000-04-11
Other Names
  • Melanie Sheri Hayes
  • Melanie Hayes Dwyer
  • Melanie Sheri Dwyer

View on SEC IAPD

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Nearby Investors

Michael Shane Goff
Andre Charles Stafford
ELIAS ANTONIO RAMIREZ

Nearby Offices

PROSPERA FINANCIAL SERVICES, INC. · Lafayette, LA
LPL FINANCIAL LLC · LAFAYETTE, LA
NEWEDGE ADVISORS · Lafayette, LA

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