Chase Cantrell Dalton

Employer firm

Chase Wealth Management CRD 340808

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

• 08/2021 → 12/2021
  Umkc Bloch School Of Business
  Kansas City, MO
• 05/2019 → 05/2021
  Paradise Pointe Golf Complex
  Smithville, MO
• 05/2014 → 05/2021
  Chris Dalton Homes
  Kansas City, MO
• 06/2020 → 08/2020
  Communityamerica Credit Union
  Kansas City, MO
• 05/2019 → 07/2019
  Tiffany Greens Golf Club
  Kansas City, MO
• 01/2012 → 05/2021
  Student
  Kansas City, MO
• 01/2022 → 03/2026
  Copper Financial Network Llc
  Lenexa, KS
• 12/2021 → 01/2022
  Unemployed
  Kansas City, MO
• 05/2021 → 08/2021
  Unemployed
  Kansas City, MO
• 01/2026 → Present
  Chase Advisory And Wealth Management, Llc
  Kansas City, MO

Previous Registrations

• 2022-10-11 → 2026-03-19
  Copper Financial
  Kansas City, MO
  Lenexa, KS
  Bridgeton, MO
  Richmond Heights, MO
  Hazelwood, MO

Other Businesses

1) Treehouse Capital, LLC; not investment related; 12622 NE 117th Street, Kearney, MO 64060; Real Estate Investment; Member; 9/8/2025; 10hrs; 2hrs; Treehouse Capital. LLC; Member

Exams

• S66 Uniform Combined State Law Examination
  2022-06-01