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  5. Chartwell Financial Advisory, LLC

Chartwell Financial Advisory, LLC

Headquarter

Company Details

Name: Chartwell Financial Advisory, LLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Domestic)
Status: Inactive
Date formed: 30 Jan 2002 (23 years ago)
Company Number: 1dfe71f8-b4d4-e011-a886-001ec94ffe7f
File Number: 27459-LLC
Registered Office Address: 33 South Sixth Street, Sutie 4750, Minneapolis, MN 55402–3702, USA
Principal Executive Office Address: 33 S 6th Str #4750, Mpls, MN 55402, USA
ZIP code: 55402
County: Hennepin County
Place of Formation: Minnesota

Links between entities

Type Company Name Company Number State
Headquarter of Chartwell Financial Advisory, LLC, ILLINOIS LLC_03321452 ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CHARTWELL 401(K) PROFIT SHARING PLAN 2014 710870378 2015-03-19 CHARTWELL FINANCIAL ADVISORY, LLC 39
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523110
Sponsor’s telephone number 6122303100
Plan sponsor’s address 33 SOUTH SIXTH STREET, SUITE 4750, MINNEAPOLIS, MN, 55402

Plan administrator’s name and address
Administrator’s EIN 710870378
Plan administrator’s name CHARTWELL FINANCIAL ADVISORY, LLC
Plan administrator’s address 33 SOUTH SIXTH STREET, SUITE 4750, MINNEAPOLIS, MN, 55402
Administrator’s telephone number 6122303100

Signature of
Role Plan administrator
Date 2015-03-16
Name of individual signing THEODORE HANSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-03-19
Name of individual signing CHRIS STALOCH
Valid signature Filed with authorized/valid electronic signature
CHARTWELL 401(K) PROFIT SHARING PLAN 2013 710870378 2014-02-04 CHARTWELL FINANCIAL ADVISORY, LLC 36
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523110
Sponsor’s telephone number 6122303100
Plan sponsor’s address 33 SOUTH SIXTH STREET, SUITE 4750, MINNEAPOLIS, MN, 55402

Plan administrator’s name and address
Administrator’s EIN 710870378
Plan administrator’s name CHARTWELL FINANCIAL ADVISORY, LLC
Plan administrator’s address 33 SOUTH SIXTH STREET, SUITE 4750, MINNEAPOLIS, MN, 55402
Administrator’s telephone number 6122303100

Signature of
Role Plan administrator
Date 2014-01-29
Name of individual signing THEODORE HANSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-02-04
Name of individual signing CHRIS STALOCH
Valid signature Filed with authorized/valid electronic signature
CHARTWELL 401(K) PROFIT SHARING PLAN 2012 710870378 2013-05-13 CHARTWELL FINANCIAL ADVISORY, LLC 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523110
Sponsor’s telephone number 6122303100
Plan sponsor’s address 33 SOUTH SIXTH STREET, SUITE 4750, MINNEAPOLIS, MN, 55402

Plan administrator’s name and address
Administrator’s EIN 710870378
Plan administrator’s name CHARTWELL FINANCIAL ADVISORY, LLC
Plan administrator’s address 33 SOUTH SIXTH STREET, SUITE 4750, MINNEAPOLIS, MN, 55402
Administrator’s telephone number 6122303100

Signature of
Role Plan administrator
Date 2013-04-30
Name of individual signing THEODORE HANSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-05-13
Name of individual signing CHRIS STALOCH
Valid signature Filed with authorized/valid electronic signature
CHARTWELL 401(K) PROFIT SHARING PLAN 2011 710870378 2012-03-07 CHARTWELL FINANCIAL ADVISORY, LLC 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523110
Sponsor’s telephone number 6122303100
Plan sponsor’s address 33 SOUTH SIXTH STREET, SUITE 4750, MINNEAPOLIS, MN, 55402

Plan administrator’s name and address
Administrator’s EIN 710870378
Plan administrator’s name CHARTWELL FINANCIAL ADVISORY, LLC
Plan administrator’s address 33 SOUTH SIXTH STREET, SUITE 4750, MINNEAPOLIS, MN, 55402
Administrator’s telephone number 6122303100

Signature of
Role Plan administrator
Date 2012-03-05
Name of individual signing THEODORE HANSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-03-07
Name of individual signing CHRIS STALOCH
Valid signature Filed with authorized/valid electronic signature
CHARTWELL 401(K) PROFIT SHARING PLAN 2010 710870378 2011-02-21 CHARTWELL FINANCIAL ADVISORY, LLC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523110
Sponsor’s telephone number 6122303100
Plan sponsor’s address 33 SOUTH SIXTH STREET, SUITE 4750, MINNEAPOLIS, MN, 55402

Plan administrator’s name and address
Administrator’s EIN 710870378
Plan administrator’s name CHARTWELL FINANCIAL ADVISORY, LLC
Plan administrator’s address 33 SOUTH SIXTH STREET, SUITE 4750, MINNEAPOLIS, MN, 55402
Administrator’s telephone number 6122303100

Signature of
Role Plan administrator
Date 2011-02-15
Name of individual signing THEODORE HANSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-02-21
Name of individual signing CHRIS STALOCH
Valid signature Filed with authorized/valid electronic signature
CHARTWELL 401(K) PROFIT SHARING PLAN 2009 710870378 2010-06-14 CHARTWELL FINANCIAL ADVISORY, LLC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523110
Sponsor’s telephone number 6122303100
Plan sponsor’s address 527 MARQUETTE AVENUE SOUTH, 17TH FLOOR, RAND TOWER, MINNEAPOLIS, MN, 55402

Plan administrator’s name and address
Administrator’s EIN 710870378
Plan administrator’s name CHARTWELL FINANCIAL ADVISORY, LLC
Plan administrator’s address 527 MARQUETTE AVENUE SOUTH, 17TH FLOOR, RAND TOWER, MINNEAPOLIS, MN, 55402
Administrator’s telephone number 6122303100

Signature of
Role Plan administrator
Date 2010-06-14
Name of individual signing THEODORE HANSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-06-14
Name of individual signing CHRIS STALOCH
Valid signature Filed with authorized/valid electronic signature

Manager

Name Role Address
Paul J Halverson Manager 33 S 6th Str #4750, Mpls, MN 55402, USA

Agent

Name Role
Paul Halverson Agent

Filing

Filing Name Filing date
Conversion to 322C Due to Statute Mandate – Limited Liability Company (Domestic) 2018-01-01
Merger Non Survivor - Limited Liability Company (Domestic) 2014-12-31
Annual Reinstatement - Limited Liability Company (Domestic) 2013-05-22
Administrative Termination - Limited Liability Company (Domestic) 2013-02-26
Registered Office and/or Agent - Limited Liability Company (Domestic) 2004-12-13
Merger - Limited Liability Company (Domestic) 2002-02-12
Original Filing - Limited Liability Company (Domestic) 2002-01-30
Limited Liability Company (Domestic) Business Name (Business Name: Chartwell Financial Advisory, LLC) 2002-01-30

Related by officers

Paul J Halverson

Chartwell Risk Management, LLC Chartwell Business Valuation, LLC Chartwell Financial Advisory, Inc.

Paul Halverson

CCS TRANSACTIONS, LLC Chartwell Risk Management, LLC Chartwell Business Valuation, LLC Chartwell Financial Advisory, Inc. Chartwell Corporate Finance, LLC Chartwell Financial Advisory, Inc.

Related by address

33 South Sixth Street, Sutie 4750, Minneapolis, MN 55402–3702, USA

Chartwell Business Valuation, LLC

33 S 6th Str #4750, Mpls, MN 55402, USA

Chartwell Business Valuation, LLC

Date of last update: 01 Jan 2025

Sources: Minnesota's Official State Website

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