CL
CFP
CL
CFP

Chance Joseph Leiseth

12 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningInsurance PlanningEstate PlanningReal Estate InvestingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
60 advisors
Number of Clients
2,132 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$6.7B

Fee Structure

Minimum Investment:None
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Location

333 Bush Street, Suite 1410, San Francisco, CA, 94104

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Chance is an affiliated insurance producer for Empirical Insurance, LLC, providing insurance planning services since 2022. Chance dedicates minimal time to this investment-related activity.

Employment History
Current Registrations
Empirical Wealth Management
October 2021 - Present · 4 yrs 4 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - September 2021 · 3 yrs 2 mos
Strategic Advisers LLC
June 2014 - July 2018 · 4 yrs 1 mo
Fidelity Brokerage Services LLCBroker
November 2012 - September 2021 · 8 yrs 10 mos
State Registrations3 states
CATXWA
Advisor
Exams
No exam information available for this advisor.