0002007696-24-000001.txt : 20240111 0002007696-24-000001.hdr.sgml : 20240111 20240110200818 ACCESSION NUMBER: 0002007696-24-000001 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20240111 DATE AS OF CHANGE: 20240110 EFFECTIVENESS DATE: 20240111 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Chartwell Financial Advisory, Inc. CENTRAL INDEX KEY: 0002007696 ORGANIZATION NAME: IRS NUMBER: 364799908 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-502127 FILM NUMBER: 24527755 BUSINESS ADDRESS: STREET 1: 150 S. 5TH STREET STREET 2: SUITE 2700 CITY: MINNEAPOLIS STATE: MN ZIP: 55402 BUSINESS PHONE: 612-230-3100 MAIL ADDRESS: STREET 1: 150 S. 5TH STREET STREET 2: SUITE 2700 CITY: MINNEAPOLIS STATE: MN ZIP: 55402 D 1 primary_doc.xml X0708 D LIVE 0002007696 Chartwell Financial Advisory, Inc. 150 S. 5TH STREET SUITE 2700 MINNEAPOLIS MN MINNESOTA 55402 612-230-3100 DELAWARE None None Corporation true Paul J. Halverson 150 S. 5th Street Suite 2700 Minneapolis MN MINNESOTA 55402 Executive Officer Director Wilfred F. Becker 150 S. 5th Street Suite 2700 Minneapolis MN MINNESOTA 55402 Executive Officer Director Steven J. Nelson 150 S. 5th Street Suite 2700 MINNEAPOLIS MN MINNESOTA 55402 Director Gregory A. Fresh 150 S. 5th Street Suite 2700 MINNEAPOLIS MN MINNESOTA 55402 Director Christopher M. Staloch 150 S. 5th Street Suite 2700 MINNEAPOLIS MN MINNESOTA 55402 Director William S. Bloom 150 S. 5th Street Suite 2700 MINNEAPOLIS MN MINNESOTA 55402 Director Other Banking and Financial Services Decline to Disclose 06b false 2023-12-31 false true false 165000 990000 990000 0 false 6 0 0 0 false Chartwell Financial Advisory, Inc. Paul J. Halverson Paul J. Halverson Chief Executive Officer 2024-01-10