Ally Belle Chanel

Current Employers

Lundeen Abrams Advisors, Llc

13100 Wayzata Blvd Suite 360, Minnetonka, MN 55305 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2024-01-02
MN	RA	APPROVED	2021-07-19

CO RA
APPROVED

Since 2024-01-02
MN RA
APPROVED

Since 2021-07-19

Branch Locations

Lakewood, CO • United States

13100 Wayzata Blvd Suite 360, Minnetonka, MN 55305 • 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

Organization	City	State	From	To
Fidelity Brokerage Services, Llc	Greenwood Village	CO	04/2019	06/2021
Nimrod Wines, Llc	Glendale	CO	08/2014	04/2019
Sc Tax Group	Glendale	CO	12/2007	04/2019
Lundeen Abrams Advisors	Minnetonka	MN	07/2021	Present
Abc Consulting	Glendale	CO	04/2019	Present

04/2019 → 06/2021

Fidelity Brokerage Services, Llc

Greenwood Village, CO
08/2014 → 04/2019

Nimrod Wines, Llc

Glendale, CO
12/2007 → 04/2019

Sc Tax Group

Glendale, CO
07/2021 → Present

Lundeen Abrams Advisors

Minnetonka, MN
04/2019 → Present

Abc Consulting

Glendale, CO

Previous Registrations

2019-10-16 → 2021-06-05

Fidelity Personal And Workplace Advisors

Greenwood Village, CO

Other Businesses

1) OAA#: 60263 | Org Name: ABC Consulting | Org Addr: Lakewood, CO, US | Nature of Bus: Consultant work for Nimrod Wines (My other OBA which was approved). Just updating legal name of OBA. | Invst Rel: NO | Title: Owner | Duties: Working for sole client, NW, which is my approved OBA. | Start Dt:05/03/2019 | Total Hrs p/m:22 | Sec Trdng Hrs p/m:0 2) Insurance Agent; Investment related: Yes; Description: Ally just obtained her Colorado insurance license so that she can help LAA clients understand annuity options. Previously she was unlicensed so could not speak on these matters. She is also getting licensed in MN. There is no intention of selling but more so to have the ability to support Suzanne in the occasional insurance or annuity sale. She will not be selling outside of the realm of LAA business matters.; Position Title: Insurance Agent; Responsibilities Duties: Helping LAA clients understand annuity and insurance options.; Start date: 2023-06-13; Hours per month during trading hours: 2; Hours per month outside trading hours: 1

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-07-25

S66 Uniform Combined State Law Examination

2019-07-25

View on SEC IAPD