Chase Wickenheiser

Employer firm

Magnus Financial Group LLC CRD 289423

$2.33B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• 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

• 06/2020 → 01/2023
  Mass Mutual Life Insurance Company
  New York, NY
• 07/2020 → 01/2023
  Mml Investors Services, Llc
  New York, NY
• 06/2020 → 01/2023
  Modus Park Associates
  New York, NY
• 06/2019 → 05/2020
  Ihs Markit
  New York, NY
• 06/2018 → 08/2018
  Ipreo, Llc
  New York, NY
• 09/2015 → 05/2019
  Cornell University
  Ithaca, NY
• 06/2017 → 08/2017
  Ipreo, Llc
  New York, NY
• 01/2023 → Present
  Magnus Financial Group Llc
  New York, NY

Previous Registrations

• 2021-05-27 → 2022-12-31
  Mml Investors Services, Llc
  New York, NY

Other Businesses

Name: Chase Wickenheiser, Inv rel: Y Add: 90 Park Ave 18th FL New York, NY 10016 Nature: Life and Health Insurance, Start date: 11/05/2020, No. HR/MO: 10, No. HR/MO during sec trading: 10.

Exams

• S66 Uniform Combined State Law Examination
  2021-04-29