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Chelse Ehni

Edward Jones

Rochester, MN

CRD 6421409

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-26
MN RA APPROVED 2025-06-02
  • TX RA
    APPROVED
    Since 2025-08-26
  • MN RA
    APPROVED
    Since 2025-06-02

Branch Locations

4057 28Th St Nw Suite 300, Rochester, MN 55901 • 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
Full Circle Financial Rochester MN 02/2014 02/2017
Proequities Inc Rochester MN 11/2014 02/2017
Edward Jones St. Louis MO 02/2025 Present
Wsb, Llc Rochester MN 02/2017 02/2025
  • 02/2014 → 02/2017
    Full Circle Financial
    Rochester, MN
  • 11/2014 → 02/2017
    Proequities Inc
    Rochester, MN
  • 02/2025 → Present
    Edward Jones
    St. Louis, MO
  • 02/2017 → 02/2025
    Wsb, Llc
    Rochester, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-31
  • S66 Uniform Combined State Law Examination
    2025-05-31
Other Names
  • Chelse Marie Lagerquist
  • Chelse Ehni
  • Chelse Marie Ehni

View on SEC IAPD

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