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CHESSIE ADVISORS, LLC
Chessie Advisors, LLC is a fiduciary firm providing affordable fee-only financial planning, retirement planning, and investment management. It serves teachers,...
CHESSIE ADVISORS, LLC
Chessie Advisors, LLC is a fiduciary firm providing affordable fee-only financial planning, retirement planning, and investment management. It serves teachers, engineers, attorneys, young professionals, and widows, typically ages thirty to sixty-five. The firm is based in Rochester Hills, Michigan and works with clients throughout Michigan and virtually across the United States.
General information
Firm type
RIA
Year founded
2014
Location
Region
North America
Country
United States
City
Rochester Hills
Principals
Erik O. Klumpp
Founder, President & Financial Planner
Frequently asked questions
What is Chessie Advisors' investment strategy?
Chessie Advisors has not publicly described an investment strategy. No website, marketing materials, or portfolio disclosures have been identified. The firm's strategy is not verifiable from available public sources.
What is the wealth origin behind Chessie Advisors?
The source of capital managed by Chessie Advisors is not disclosed in public records. No family name, entrepreneurial background, or previous business has been linked to the entity.
Has Chessie Advisors made any publicized investments or deals?
No investment deals, portfolio companies, or co-investments have been publicly attributed to Chessie Advisors in any known database or press coverage. The firm's deal activity is unverifiable.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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