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Chaunston Carlemer Weisensel

Creative Planning

Brookfield, WI

Overland Park, KS

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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-12-20
  • WI RA
    APPROVED
    Since 2024-12-20

Branch Locations

17775 West Bluemound Road, Brookfield, WI 53045 • United States

5454 W. 110Th Street, Overland Park, KS 66211 • 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
Pruco Securities, Llc Wauwatosa WI 06/2018 06/2021
Juneau Piggly Wiggly Juenau WI 07/2012 05/2018
Jensen's Sentry Lake Mills WI 05/2018 09/2018
Prudential Insurance Company Of America Wauwatosa WI 10/2018 06/2021
Kowal Investment Group, Llc Waukesha WI 07/2021 12/2024
Mutual Securities, Inc Camarillo CA 08/2021 12/2024
Creative Planning, Llc Brookfield WI 12/2024 Present
  • 06/2018 → 06/2021
    Pruco Securities, Llc
    Wauwatosa, WI
  • 07/2012 → 05/2018
    Juneau Piggly Wiggly
    Juenau, WI
  • 05/2018 → 09/2018
    Jensen's Sentry
    Lake Mills, WI
  • 10/2018 → 06/2021
    Prudential Insurance Company Of America
    Wauwatosa, WI
  • 07/2021 → 12/2024
    Kowal Investment Group, Llc
    Waukesha, WI
  • 08/2021 → 12/2024
    Mutual Securities, Inc
    Camarillo, CA
  • 12/2024 → Present
    Creative Planning, Llc
    Brookfield, WI
Previous Registrations
  • 2021-07-30 → 2024-12-31
    Kowal Investment Group, Llc
    Brookfield, WI
  • 2021-04-01 → 2021-07-08
    Pruco Securities, Llc.
    Wauwatosa, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-26
S63 Uniform Securities Agent State Law Examination 2018-09-07
  • S65 Uniform Investment Adviser Law Examination
    2021-03-26
  • S63 Uniform Securities Agent State Law Examination
    2018-09-07
Designations
Other Names
  • Chaunsy Weisensel
  • Chaunsy Weisensel

View on SEC IAPD

Other Firms

ANNEX WEALTH MANAGEMENT, LLC
RBC CAPITAL MARKETS, LLC
MARINER
M HOLDINGS SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
ENTASIS ASSET MANAGEMENT LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Other Investors

DEANNE E PHILLIPS
MATTHEW ROSS KRENKE
Eric Gustav Strom
Thomas James Berkholtz
Heather Christine Shutta
Jeffrey Lynn Stanich
Clayton Joel Beilfuss
Logan Alexander Kepler

Other Offices

ANNEX WEALTH MANAGEMENT, LLC · BROOKFIELD, WI
RBC CAPITAL MARKETS, LLC · BROOKFIELD, WI
MARINER · BROOKFIELD, WI
M HOLDINGS SECURITIES, INC. · Brookfield, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Brookfield, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Brookfield, WI
ENTASIS ASSET MANAGEMENT LLC · Brookfield, WI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BROOKFIELD, WI

More in Brookfield, WI

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