Christopher Paul Chaney

Employer firm

Independent Financial Group, LLC CRD 7717

$12.9B regulatory AUM 301 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:

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

Current Employers

Employment History

• 01/2015 → 09/2016
  Ubs Financial Services Inc
  Kansas City, MO
• 09/2016 → 08/2021
  Edward Jones
  St. Louis, MO
• 08/2021 → Present
  Independent Financial Group
  Kansas City, MO

Previous Registrations

• 2016-10-06 → 2021-08-23
  Edward Jones
  Prairie Village, KS
• 2005-06-17 → 2016-10-10
  Ubs Financial Services Inc.
  Kansas City, MO
  Kansas City, MO
• 2015-01-14 → 2015-03-03
  Woodbury Financial Services, Inc.
  Kansas City, MO
  Chesterfield, MO
  Kansas City, MO

Other Businesses

(1) BASIS POINT FINANCIAL POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 40 START DATE: 08/01/2021 ADDRESS: 2 W 52 St., Kansas City MO 64112, United States DESCRIPTION: 100% owner of DBA used for marketing purposes (2)GIVESAFEWATER POSITION: Officer/Director NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2013 ADDRESS: 2 W 52 St., Kansas City MO 64112, United States DESCRIPTION: fundraiser for charity UNDERSTAND ADVISOR FEES POSITION: Officer/Director NATURE: Teaching/Coaching INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 07/11/2025 ADDRESS: 2 W 52 St., Kansas City MO 64112, United States DESCRIPTION: Help people understand exactly what they pay for their investments and let them decide if they are comfortable with the cost for value arrangement they have. Help them adjust and stay with their current arrangement or potentially earn their business and have them work with me.

Exams

• S66 Uniform Combined State Law Examination
  2005-06-16

Other Names

• Christopher Chaney
• Chris Chaney
• Christopher Paul Chaney
• Chris P Chaney