Chase Steven Abell
Advisor at Cedar Cove Wealth Partners — Freeman, SD
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
2 years
Location
Freeman, SD
Cedar Cove Wealth Partners
Team
Chase Abell is a financial advisor with Cedar Cove Wealth Partners in Freeman, SD, holding a Series 65 designation and two years of industry experience. Prior to joining Cedar Cove Wealth Partners, he worked at Thrivent Advisor Network and THRIVENT Financial. In addition to his advisory role, he is licensed as an insurance agent and provides insurance services to clients. Cedar Cove Wealth Partners serves individual and institutional clients with discretionary investment management and financial planning, managing over $455 million in assets. The firm utilizes a combination of active and passive strategies, tactical asset allocation, options, alternative investments, and ESG factors, and offers estate planning coordination and a wrap fee program among its services.
Based on Cedar Cove Wealth Partners
Based on Cedar Cove Wealth Partners
Fixed fee for estate planning coordination; amount depends on client needs and complexity
Up to 2.0% annually (based on Investment Advisory Agreement and may include tiered rates)
Hourly fees may be charged for certain services; specifics not stated
Minimum fee: Minimum annual fee may apply; specific amount not stated Fee-only: Fixed fees for financial planning and estate planning coordination services; specific amounts vary by agreement and client needs
Freeman, SD
Freeman SD
Advisors at this office
1
South Dakota
2 years of industry experience
Cedar Cove Wealth Partners
2025 - Present • 1 year
Bloomington, MN
Thrivent Advisor Network, LLC D/B/A Cedar Cover Wealth Partners
2024 - 2025 • 1 year
Freeman, SD
Thrivent Advisor Network, LLC d/b/a Cedar Cove Wealth Partners
2022 - 2023 • 1 year
Bloomington, MN
Thrivent Advisor Network, LLC d/b/a Cedar Cove Wealth Partners
2020 - 2021 • 1 year
Bloomington, MN
THRIVENT Financial
2019 - 2020 • 1 year
Bloomington, MN
Applebees
2017 - 2019 • 2 years
White Bear Lake, MN
Planet Soccer
2014 - 2017 • 3 years
Maplewood, MN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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