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Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
CL

Chad Lee Nehring

Wisconsin·CRD #4417406
Dual-registered

Dual-registered at CONCEPTUAL FINANCIAL ADVISORS, LLC

Experience
25 yrs
States
1
Exams
3
Since
2001
Est. fee
AUM / Hourly / Flat Fee
View profile
CL

Chad Lee Schneider

Texas·CRD #4191671
Dual-registered

Dual-registered at OAK HARVEST INVESTMENT SERVICES

Experience
24 yrs
States
1
Exams
5
Since
2002
Fee
AUM / Hourly / Flat Fee
Minimum
$500k
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CL

Chad Leroy Cosens

Kansas·CRD #6035230
IA Rep

Investment Adviser Rep at CREATIVEONE WEALTH, LLC

Experience
14 yrs
States
2
Exams
3
Since
2012
Est. fee
AUM / Hourly / Flat Fee / Other
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CL

Chad Lindbergh Mabry

Colorado·CRD #5321436
Dual-registered

Dual-registered at SUNBELT SECURITIES

Experience
12 yrs
States
4
Exams
7
Since
2014
Est. fee
AUM / Flat Fee
Minimum
$25k
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CL

Chad Loren Bunger

Oregon·CRD #4663550
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
15 yrs
States
1
Exams
5
Since
2011
Est. fee
AUM / Hourly / Flat Fee
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CL

Chad Lueken

Indiana·CRD #7423451
IA Rep

Investment Adviser Rep at KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Experience
5 yrs
States
5
Exams
1
Since
2021
Fee
AUM
View profile
CM

Chad Matthew Anderson

Alabama·CRD #6893792
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
8 yrs
States
22
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
CM

Chad Matthew Kopser

Colorado·CRD #3190096
Dual-registered

Dual-registered at AEGIS WEALTH MANAGEMENT, INC.

Experience
9 yrs
States
1
Exams
4
Since
2017
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
CM

Chad Matthew Lacroix

Rhode Island·CRD #2640523
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
31 yrs
States
2
Exams
8
Since
1995
Est. fee
AUM / Commission / Flat Fee
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CM

Chad Matthew Smith

Oregon·CRD #2702144
Dual-registered

Dual-registered at RETIREMENT PLANNING SPECIALISTS, INC.

Experience
30 yrs
States
2
Exams
6
Since
1996
Est. fee
AUM / Hourly
Minimum
$250k
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CM

Chad M Bovee

Minnesota·CRD #4339396
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
25 yrs
States
2
Exams
3
Since
2001
Est. fee
AUM / Commission / Flat Fee
View profile
CM

Chad McLane

Alabama·CRD #5541608
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
18 yrs
States
24
Exams
5
Since
2008
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
CM

Chad M Fitzpatrick

New Hampshire·CRD #5201953
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
19 yrs
States
2
Exams
5
Since
2007
Fee
AUM / Hourly / Flat Fee
View profile
CM

Chad Michael Backes

Wisconsin·CRD #4045291
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
27 yrs
States
1
Exams
6
Since
1999
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CM

Chad Michael Bailey

Texas·CRD #5567481
IA Rep

Investment Adviser Rep at GUIDESTONE ADVISORS

Experience
18 yrs
States
1
Exams
6
Since
2008
Est. fee
AUM / Flat Fee
View profile
CM

Chad Michael Boreman

Louisiana·CRD #2846995
Dual-registered

Dual-registered at STRATOS WEALTH PARTNERS, LTD

Experience
29 yrs
States
3
Exams
5
Since
1997
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
CM

Chad Michael Chesnut

Missouri·CRD #6130714
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
12 yrs
States
2
Exams
5
Since
2014
Est. fee
AUM / Hourly / Flat Fee
View profile
CM

Chad Michael Faust

South Carolina·CRD #7332115
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee
View profile
CM

Chad Michael Ferri

Pennsylvania·CRD #7059360
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
5 yrs
States
2
Exams
5
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
CM

Chad Michael Foslien

Minnesota·CRD #6017008
Dual-registered

Dual-registered at TRANSAMERICA RETIREMENT ADVISORS, LLC

Experience
12 yrs
States
1
Exams
5
Since
2014
Est. fee
AUM / Flat Fee
Minimum
$2.0M
View profile
CM

Chad Michael Francis

California·CRD #6893333
IA Rep

Investment Adviser Rep at HBW ADVISORY SERVICES LLC

Experience
8 yrs
States
2
Exams
1
Since
2018
Est. fee
AUM / Hourly / Flat Fee
View profile
CM

Chad Michael Hemphill

Missouri·CRD #2823045
Dual-registered

Dual-registered at SUMMIT FINANCIAL, LLC

Experience
30 yrs
States
1
Exams
5
Since
1996
Est. fee
AUM / Flat Fee
Minimum
$100k
View profile
CM

Chad Michael Huenink

Texas·CRD #5571080
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
16 yrs
States
2
Exams
3
Since
2010
Est. fee
AUM / Hourly / Flat Fee
View profile
CM

Chad Michael Hunter

Florida·CRD #5284723
Dual-registered

Dual-registered at QTR FAMILY WEALTH, LLC

Experience
19 yrs
States
1
Exams
4
Since
2007
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

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