Chase Cole Grundy

Employer firm

Balanced Wealth Partners LLC CRD 334701

$19.6M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 12/2018 → 02/2019
  Securian Financial Services Inc
  St Paul, MN
• 06/2018 → 02/2019
  Minnesota Life Insurance Co
  St Paul, MN
• 03/2018 → 02/2019
  Shoemaker Financial
  Brentwood, TN
• 01/2018 → 03/2018
  Unemployed
  Nashville, TN
• 12/2017 → 01/2018
  Capital Financial Group
  Brentwood, TN
• 03/2014 → 12/2017
  Dillards
  Bowling Green, KY
• 02/2019 → 11/2019
  Jackson National Life Distributors Llc
  Franklin, TN
• 01/2020 → 08/2023
  Beacon Capital Management, Llc
  Franklin, TN
• 06/2023 → Present
  Facet
  Baltimore, MD
• 06/2023 → 01/2025
  Facet
  Baltimore, MD
• 01/2025 → Present
  Balanced Financial Inc.
  Fort Collins, CO
• 11/2024 → Present
  Balanced Wealth Partners Llc
  Fort Collins, CO
• 01/2025 → Present
  Balanced Wealth Partners Llc
  Fort Collins, CO

Previous Registrations

• 2023-06-20 → 2025-01-13
  Facet
  Nashville, TN
  West Palm Beach, FL
  Fort Collins, CO
• 2020-01-28 → 2023-08-02
  Beacon Capital Management, Llc
  Franklin, TN
• 2018-12-14 → 2019-02-27
  Securian Financial Services, Inc.
  Brentwood, TN

Other Businesses

Balanced Financial Inc.; Investment related; Insurance; Insurance Agent; 01/2025; 20/hr per month; 10 during securities trading; sales and service of insurance products.

Exams

• S66 Uniform Combined State Law Examination
  2018-12-05

Designations

• Certified Financial Planner