CK
CK

Chase Aaron Klusman

2 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
154 advisors
Number of Clients
5,619 clients
Average Client Portfolio
$640K average
Assets Under Management
$3.6B

Fee Structure

Minimum Investment:None
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Location

Lenexa, KS

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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

Chase is an insurance agent and IAR who prospects and sells insurance products such as annuities and IULs through Yaman Financial Group. This activity takes about a quarter of Chase's time.

Employment History
Current Registrations
Simplicity Wealth
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Owlfi
June 2023 - December 2024 · 1 yr 6 mos
State Registrations1 state
KS
Advisor
Exams
No exam information available for this advisor.
Chase Aaron Klusman - Financial Advisor | TrueAdvisor