Chad Alan Thomas-Killam
Investment Adviser Representative at LPL Financial LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Chad Alan Thomas-Killam is an investment adviser representative with LPL Financial LLC in Urbandale, IA, where they have been registered since 2026. They have worked in the securities industry since 2014 and have been registered with 4 firms, including Potomac and Northwestern Mutual Investment Services,llc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Iowa.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Iowa
- Broker:
9 states and territories
Florida, Iowa, Kentucky, Louisiana, Massachusetts, Minnesota, New Hampshire, Oklahoma, South Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Russell InvestmentsSep 2021 – May 2024Seattle, WA
- Ed McGillAug 2024 – Sep 2024Clive, IA
- Principal Life Insurance CompanyFeb 2014 – Feb 2017Des Moines, IA
- Princor Financial Services CorporationMar 2014 – Feb 2017Des Moines, IA
- Principal Funds Distributor IncFeb 2017 – Sep 2021Des Moines, IA
- Edward McGillSep 2024 – Feb 2025Clive, IA
- Northwestern Mutual Investment Services LLCSep 2024 – Feb 2025Clive, IA
- Northwestern Mutual Wealth Management CompanyOct 2024 – Feb 2025Milwaukee, WI
- Potomac Fund Management, Inc.Mar 2025 – Aug 2025Miami, FL
- unemployedSep 2025 – Jun 2026van meter, IA
- LPL Financial LLCJun 2026 – no end date reportedUrbandale, IA
- BMO BANKJun 2026 – no end date reportedUrbandale, IA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About LPL Financial LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 24,114
- Offices listed on AdvisorFinder:
- 25
- Main office:
- Fort Mill, SC
- SEC file number:
- 801-10970
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 21, 2026
View full firm profileOther advisors at LPL Financial LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Chad Alan Thomas-Killam has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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