DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Chase Christopher Kenner
Certified Financial Planner
Feed of 09/14/2026
Also filed as Chase C Kenner
At current firm
5 y
since Apr 27, 2021
In the industry
16 y
since Oct 9, 2009 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Final Ascent Wealth Advisors, LLC state registered currentsince Apr 27, 2021 · Lafayette, La
- Fidelity Personal And Workplace Advisors formerJun 23, 2020 to Feb 23, 2021 · The Woodlands, Tx
- Summit Financial Wealth Advisors independent RIAFeb 16, 2016 to Mar 6, 2020 · Lafayette, La
- Ahrens Investment Partners, LLC formerAug 18, 2015 to Feb 16, 2016 · Lafayette, La
- LPL Financial LLC BD affiliatedApr 2, 2012 to Aug 25, 2015 · Lafayette, La
Moves
a registration end followed by a registration begin elsewhere
- Fidelity Personal And Workplace Advisors to Final Ascent Wealth Advisors, LLCleft Feb 23, 2021, registered Apr 27, 2021 (63 days) · Affiliated broker-dealer or bank to a state-registered adviser
- Summit Financial Wealth Advisors to Fidelity Personal And Workplace Advisorsleft Mar 6, 2020, registered Jun 23, 2020 (109 days) · RIA to affiliated broker-dealer or bank
- Ahrens Investment Partners, LLC to Summit Financial Wealth Advisorsleft Feb 16, 2016, registered Feb 16, 2016 (0 days) · Other
- LPL Financial LLC to Ahrens Investment Partners, LLCleft Aug 25, 2015, registered Aug 18, 2015 (-7 days) · Other · moved with a team
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address