Advisor at Cedar Cove Wealth Partners
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.
Location
Freeman, SD
Credentials
Series 65
Industry experience
2 years
Chase Abell is a financial advisor at Cedar Cove Wealth Partners with two years of industry experience. He holds a Series 65 designation and has worked with Cedar Cove and its predecessor entities since 2020. Outside of advisory services, he is also licensed as an insurance agent, providing insurance sales and client servicing. Cedar Cove Wealth Partners manages approximately $431.7 million across individual and high-net-worth clients, trusts, retirement plans, and other entities. The firm offers discretionary portfolio management and financial planning, utilizing a wrap-fee program with diversified asset allocation and a combination of passive and active investment strategies.
Based on Cedar Cove Wealth Partners
Based on Cedar Cove Wealth Partners
Fixed fee for estate planning coordination services, amount dependent on client needs and complexity
$0+: Up to 2.0% annually +:
Hourly charges may be applicable as reported in Part 1 but not specifically detailed in this brochure
Minimum fee: May include a minimum annual fee, specific amount not stated Fee-only: Fixed fees and fees based on assets under management or advisement may be charged for financial planning and estate planning coordination services
Freeman, SD
South Dakota
Cedar Cove Wealth Partners
2025 - Present (1 year)
Thrivent Advisor Network, LLC D/B/A Cedar Cover Wealth Partners
2024 - 2025 (1 year)
Thrivent Advisor Network, LLC d/b/a Cedar Cove Wealth Partners
2022 - 2023 (1 year)
Thrivent Advisor Network, LLC d/b/a Cedar Cove Wealth Partners
2020 - 2021 (1 year)
THRIVENT Financial
2019 - 2020 (1 year)
Applebees
2017 - 2019 (2 years)
Planet Soccer
2014 - 2017 (3 years)
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.
Series 66
Freeman, SD
Priority Investment Services, LLC
Christa Helma is the sole advisor at Priority Investment Services, LLC, an independent registered investment advisory firm. She holds a Series 66 designation and has 14 years of industry experience. Outside of advising, she is the owner and broker of a real estate firm, Priority Real Estate & Development, where she spends a significant portion of her time. Priority Investment Services LLC provides investment management, financial planning, and consulting services to individuals, businesses, retirement plans, estates, and trusts. The firm focuses on long-term, tax-aware investing using primarily exchange-traded funds, individual stocks, and bonds, employing fundamental analysis to select securities.
ChFC®, Series 63
Freeman, SD
MWA Financial Services Inc.
Shane Vetch is a financial advisor at MWA Financial Services Inc. with 16 years of industry experience. He holds the ChFC® designation and Series 63 license. Vetch has been with MWA Financial Services since 2012 and is also affiliated with Modern Woodmen of America since 2009. MWA Financial Services, Inc. serves individuals, trusts, corporations, charitable organizations, and employer-sponsored retirement plans through a network of 134 advisors. The firm offers tiered financial planning, adviser-managed and third-party managed accounts, and access to commissionable products and insurance, primarily providing services on a non-discretionary basis.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
