People Moves

Who's Moving Where In Wealth Management? - Prospera

Editorial Staff 4 May 2020

Who's Moving Where In Wealth Management? - Prospera

The latest senior wealth management executive moves in North America.

Prospera Financial Services, the Texas-based business, announced yesterday that Dan Chapman, Chris Chapman, and Tasha Chapman of Chapman Wealth Management have affiliated with the firm. 

The investment planning team is located in Sartell, Minnesota and adds both an additional presence of Prospera advisors in the northern states and $124 million in AuM. 

Dan Chapman, president and founder of Chapman Wealth Management, has worked in the space for more than 30 years. Early on in his career he opened an office in Alexandria, Minnesota where he was vice president and became a Certified Financial Manager. 

Chris Chapman, vice president, has been helping clients with personalized investment planning for nearly 14 years. He holds his Series 24, Series 7, Series 66, and producer licenses for resident life, variable life, and variable annuities. 

Tasha Chapman serves as the senior client associate at Chapman Wealth Management. She has more than 15 years of experience. 

Prospera, founded in 1982, is based in Dallas and is an RIA.

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