Chartwell Financial Advisory, Inc.

Minneapolis, MN

North Carolina

Registered In

01/09/2015

Incorp. Date

Foreign

Registration Type

Minnesota

Foreign Jurisdiction

Company Summary

Chartwell Financial Advisory, Inc. in Minneapolis, MN lists Paul Halverson of Shoreview, MN and Wilfred F Becker , Jr of Prior Lake, MN

Registered In: North Carolina
Incorporation Date: 01/09/2015
Registration Type: Foreign
Foreign Jurisdiction: Minnesota
Company Type: Business Corporation
Status: Current-Active
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Keene, Matthew Registered Agent	13200 STRICKLAND RD STE 114334, RALEIGH, NC 27613
Paul Halverson CEO	980 SCENIC DR, SHOREVIEW, MN 55126
Wilfred F Becker , Jr Secretary	6460 BROADVIEW DR, PRIOR LAKE, MN 55372

150 S FIFTH ST STE 2700, MINNEAPOLIS, MN 55402 View Map
13200 STRICKLAND RD STE 114334, RALEIGH, NC 27613 (Mailing) View Map

Financial Information for Chartwell Financial Advisory, Inc.

Form 5500

CHARTWELL FINANCIAL ADVISORY, INC.

150 South Fifth Street Suite 2700, Minneapolis, Mn 55402 (612) 230-3100 EIN:36-4799908 Plan Admin:Michael Vanderford

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCHARTWELL 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY97 / 108 Assets BOY/EOY$12,207,151 / $10,731,127	2022	CHARTWELL 401(K) PROFIT SHARING PLAN - Plan #001	97 / 108	$12,207,151 / $10,731,127
2021	Plan NameCHARTWELL 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY84 / 95 Assets BOY/EOY$10,263,809 / $12,207,151	2021	CHARTWELL 401(K) PROFIT SHARING PLAN - Plan #001	84 / 95	$10,263,809 / $12,207,151
2020	Plan NameCHARTWELL 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY88 / 84 Assets BOY/EOY$8,435,950 / $10,263,809	2020	CHARTWELL 401(K) PROFIT SHARING PLAN - Plan #001	88 / 84	$8,435,950 / $10,263,809
2019	Plan NameCHARTWELL 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY89 / 87 Assets BOY/EOY$5,945,040 / $8,435,950	2019	CHARTWELL 401(K) PROFIT SHARING PLAN - Plan #001	89 / 87	$5,945,040 / $8,435,950

Benefit & Retirement Plans based on Form 5500.

PPP Loans

CHARTWELL FINANCIAL ADVISORY, INC.

150 South 5TH ST, MINNEAPOLIS, MN 55402-1204 Industry:Administrative Management and General Management Consulting Services

Loan Date	Approved	Forgiven	Lender	Jobs
04/05/2020	Approved$1,451,000 Forgiven$1,459,984 LenderBremer Bank, National Association Jobs68	04/05/2020	$1,451,000	$1,459,984	Bremer Bank, National Association	68

PPP Loans based on Paycheck Protection Program.

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Chartwell Financial Advisory, Inc. Registered in California	Costa Mesa, CA Minneapolis, MN	View Report
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Address Match:150 S Fifth St Ste 2700 Minneapolis, MN

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The following government agencies have contributed data:

North Carolina Secretary of State U.S. Department of Labor U.S. Small Business Administration

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