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RIA / WealthAdvisor29 years in industry

Michael Robert Chechel

Advisor at EP WEALTH ADVISORS

TORRANCE, CA | Brighton, MI

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Search this name across graphsid dfx:ria:37ac27eb-bae8-88f1-acd9-1dfb3122cc72

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Mar 31, 2005 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EP WEALTH ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 25, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Apr 25, 1997
First registration: Mar 31, 2005
Dual registered: no
Other names: MICHAEL R CHECHEL
IAPD individual key: 2823342

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EP WEALTH ADVISORS	Independent wealth	Jan 16, 2025	n/a	yes	TORRANCE, CA\|Brighton, MI	Current employment
401K GPS	Former SEC adviser	Dec 3, 2013	Nov 16, 2017	no	BRIGHTON, MI	Previous registration
401K GPS, LLC	Former SEC adviser	Oct 5, 2011	Dec 24, 2013	no	BRIGHTON, MI	Previous registration
EXECUTIVE WEALTH MANAGEMENT, LLC	Former SEC adviser	Oct 29, 2010	Jan 22, 2025	no	BRIGHTON, MI\|Venice, FL\|BRIGHTON, MI\|Siesta Key, FL	Previous registration
INVEST FINANCIAL CORPORATION	Former SEC adviser	May 18, 2010	Jun 5, 2017	no	BRIGHTON, MI	Previous registration
FIFTH THIRD SECURITIES, INC.	Bd affiliated wealth	Mar 31, 2005	Jun 22, 2007	no	BRIGHTON, MI\|BLOOMFIELD HILLS, MI\|AUBURN HILLS, MI\|BRIGHTON, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EXECUTIVE WEALTH MANAGEMENT, LLC	401K GPS, LLC	Jan 22, 2025	Oct 5, 2011	-4,858	Firm change after gap	Other
401K GPS	EP WEALTH ADVISORS	Nov 16, 2017	Jan 16, 2025	2,618	Firm change after gap	Other
INVEST FINANCIAL CORPORATION	EXECUTIVE WEALTH MANAGEMENT, LLC	Jun 5, 2017	Oct 29, 2010	-2,411	Firm change after gap	Other
401K GPS, LLC	401K GPS	Dec 24, 2013	Dec 3, 2013	-21	Channel change	Other
FIFTH THIRD SECURITIES, INC.	INVEST FINANCIAL CORPORATION	Jun 22, 2007	May 18, 2010	1,061	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
169877:111147:MI:2017-11-16	Nov 16, 2017	Jan 16, 2025	BRIGHTON, MI	Firm change after gap
12984:140736:MI:2017-06-02	Jun 5, 2017	Oct 29, 2010	BRIGHTON, MI	Firm change after gap

Relationships

Registered with (6)

→ EP WEALTH ADVISORSRegistered adviserregistration: current employment
Jan 16, 2025 to presentfactForm ADV
→ EXECUTIVE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 29, 2010 to Jan 22, 2025factForm ADV
→ 401K GPSRegistered adviserregistration: previous registration
Dec 3, 2013 to Nov 16, 2017factForm ADV
→ INVEST FINANCIAL CORPORATIONRegistered adviserregistration: previous registration
May 18, 2010 to Jun 5, 2017factForm ADV
→ 401K GPS, LLCRegistered adviserregistration: previous registration
Oct 5, 2011 to Dec 24, 2013factForm ADV
→ FIFTH THIRD SECURITIES, INC.Registered adviserregistration: previous registration
Mar 31, 2005 to Jun 22, 2007factForm ADV

Dated events

Occurred
Jan 22, 2025
Advisor changed firm
Michael Robert Chechel left Executive Wealth Management, Llc for 401K Gps, Llc (registered 2011-10-05)
Form ADVobserved 5 days ago