Menu
Search icon
  1. Home Page
    2. ›
  2. Counties
    3. ›
  3. Hennepin County
    4. ›
  4. 55402
    5. ›
  5. Chartwell Financial Advisory, Inc.

Chartwell Financial Advisory, Inc.

Headquarter

Company Details

Name: Chartwell Financial Advisory, Inc.
Jurisdiction: Minnesota
Legal type: Business Corporation (Foreign)
Status: Active / In Good Standing
Date formed: 24 Oct 2019 (5 years ago)
Company Number: d08be31f-79f6-e911-9187-00155d01b4fc
File Number: 1113408800027
Registered Office Address: 150 South Fifth Street, Suite 2700, Minneapolis, MN 55402, USA
Mailing Address: 15 South Fifth Street, Suite 2700, Minneapolis, MN 55402, USA
ZIP code: 55402
County: Hennepin County
Place of Formation: Delaware

Links between entities

Type Company Name Company Number State
Headquarter of Chartwell Financial Advisory, Inc., ILLINOIS CORP_69843018 ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CHARTWELL 401(K) PROFIT SHARING PLAN 2023 364799908 2024-10-01 CHARTWELL FINANCIAL ADVISORY, INC. 107
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541990
Sponsor’s telephone number 6122303100
Plan sponsor’s address 150 SOUTH FIFTH STREET, SUITE 2700, MINNEAPOLIS, MN, 55402

Signature of
Role Plan administrator
Date 2024-10-01
Name of individual signing MICHAEL VANDERFORD
Valid signature Filed with authorized/valid electronic signature
CHARTWELL 401(K) PROFIT SHARING PLAN 2022 364799908 2023-08-24 CHARTWELL FINANCIAL ADVISORY, INC. 97
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541990
Sponsor’s telephone number 6122303100
Plan sponsor’s address 150 SOUTH FIFTH STREET, SUITE 2700, MINNEAPOLIS, MN, 55402

Signature of
Role Plan administrator
Date 2023-08-24
Name of individual signing MICHAEL VANDERFORD
Valid signature Filed with authorized/valid electronic signature
CHARTWELL 401(K) PROFIT SHARING PLAN 2021 364799908 2022-02-11 CHARTWELL FINANCIAL ADVISORY, INC. 84
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 150 SOUTH FIFTH STREET, SUITE 2700, MINNEAPOLIS, MN, 55402

Signature of
Role Plan administrator
Date 2022-02-11
Name of individual signing RICHARD JOSEPH
Valid signature Filed with authorized/valid electronic signature
CHARTWELL 401(K) PROFIT SHARING PLAN 2020 364799908 2021-02-09 CHARTWELL FINANCIAL ADVISORY, INC. 88
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 150 SOUTH FIFTH STREET, SUITE 2700, MINNEAPOLIS, MN, 55402

Signature of
Role Plan administrator
Date 2021-02-09
Name of individual signing RICHARD JOSEPH
Valid signature Filed with authorized/valid electronic signature
CHARTWELL 401(K) PROFIT SHARING PLAN 2019 364799908 2020-03-10 CHARTWELL FINANCIAL ADVISORY, INC. 89
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 150 SOUTH FIFTH STREET, SUITE 2700, MINNEAPOLIS, MN, 55402

Signature of
Role Plan administrator
Date 2020-03-10
Name of individual signing THEODORE HANSEN
Valid signature Filed with authorized/valid electronic signature
CHARTWELL 401(K) PROFIT SHARING PLAN 2018 364799908 2019-02-22 CHARTWELL FINANCIAL ADVISORY, INC. 77
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 150 SOUTH FIFTH STREET, SUITE 2700, MINNEAPOLIS, MN, 55402

Signature of
Role Plan administrator
Date 2019-02-22
Name of individual signing THEODORE HANSEN
Valid signature Filed with authorized/valid electronic signature
CHARTWELL 401(K) PROFIT SHARING PLAN 2017 364799908 2018-02-22 CHARTWELL FINANCIAL ADVISORY, INC. 68
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

Signature of
Role Plan administrator
Date 2018-02-22
Name of individual signing THEODORE HANSEN
Valid signature Filed with authorized/valid electronic signature
CHARTWELL 401(K) PROFIT SHARING PLAN 2016 364799908 2017-06-23 CHARTWELL FINANCIAL ADVISORY, INC. 59
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

Signature of
Role Plan administrator
Date 2017-06-23
Name of individual signing THEODORE HANSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-06-23
Name of individual signing MATTHEW G. KEENE
Valid signature Filed with authorized/valid electronic signature
CHARTWELL 401(K) PROFIT SHARING PLAN 2015 364799908 2016-07-15 CHARTWELL FINANCIAL ADVISORY, INC. 53
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

Signature of
Role Plan administrator
Date 2016-06-07
Name of individual signing THEODORE HANSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-15
Name of individual signing MATTHEW G. KEENE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
Paul Halverson Agent

Chief Executive Officer

Name Role Address
Paul J Chawra Chief Executive Officer STE 2700, 150 S 5TH ST, MINNEAPOLIS, MN 55402–4243, United States

Filing

Filing Name Filing date
Original Filing - Business Corporation (Foreign) (Business Name: Chartwell Financial Advisory, Inc.) 2019-10-24

Related by officers

Paul Halverson

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

Related by address

No related companies by address

Date of last update: 01 Jan 2025

Sources: Minnesota's Official State Website

Privacy policy Policy
About us About us
Contacts Contact us

© 2025 mnprof.com, Part of Big Data Integrated