AdFi

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+)
CM

Chad Michael Kessler

California·CRD #4960974
Dual-registered

Dual-registered at ONE CAPITAL MANAGEMENT, LLC

Experience
21 yrs
States
2
Exams
4
Since
2005
Est. fee
AUM / Hourly / Flat Fee / Subscription
Minimum
$500k
View profile
CM

Chad Michael Kilmer

Minnesota·CRD #3111803
Dual-registered

Dual-registered at MAIRS & POWER

Experience
17 yrs
States
1
Exams
4
Since
2009
Fee
AUM / Flat Fee / Performance-based
Minimum
$2.0M
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CM

Chad Michael Kulzer

Florida·CRD #4090201
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
26 yrs
States
4
Exams
5
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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CM

Chad Michael Lindell

Minnesota·CRD #2808567
IA Rep

Investment Adviser Rep at INDEPENDENT FINANCIAL PARTNERS

Experience
15 yrs
States
1
Exams
4
Since
2011
Fee
AUM / Hourly / Flat Fee / Other
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CM

Chad Michael McMillan

Texas·CRD #4587886
Dual-registered

Dual-registered at GERALD BAKER FINANCIAL GROUP, L.L.C.DBA BAKER FINANCIAL SERVICES

Experience
23 yrs
States
1
Exams
11
Since
2003
Est. fee
AUM / Hourly / Flat Fee
View profile
CM

Chad Michael Mietz

Texas·CRD #2733958
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
30 yrs
States
2
Exams
5
Since
1996
Fee
AUM / Other
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CM

Chad Michael Ross

Michigan·CRD #6565414
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
10 yrs
States
1
Exams
4
Since
2016
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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CM

Chad Michael Seman

Florida·CRD #6848809
Dual-registered

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

Experience
9 yrs
States
2
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
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CM

Chad Michael Stranlund

Minnesota·CRD #5488606
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
18 yrs
States
1
Exams
3
Since
2008
Est. fee
AUM / Hourly / Flat Fee
View profile
CM

Chad Michael Swanson

California·CRD #2867080
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
21 yrs
States
1
Exams
3
Since
2005
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CM

Chad Michael Tacia

Texas·CRD #5144699
Dual-registered

Dual-registered at YOUR IA, LLC

Experience
12 yrs
States
1
Exams
7
Since
2014
Est. fee
AUM / Hourly / Flat Fee
View profile
CM

Chad Michael Wanger

Colorado·CRD #2955612
IA Rep

Investment Adviser Rep at GILL CAPITAL PARTNERS

Experience
11 yrs
States
1
Exams
1
Since
2015
Fee
AUM / Commission / Hourly / Flat Fee
View profile
CM

Chad Michael Worozaken

California·CRD #5078108
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
17 yrs
States
2
Exams
3
Since
2009
Est. fee
AUM / Hourly / Flat Fee
View profile
CM

Chad Michael Wotton

Michigan·CRD #6001641
IA Rep

Investment Adviser Rep at SECURE ASSET MANAGEMENT, L.L.C.

Experience
9 yrs
States
1
Since
2017
Est. fee
AUM / Flat Fee / Other
View profile
CM

Chad M Irving

Georgia·CRD #4249683
Dual-registered

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

Experience
26 yrs
States
4
Exams
5
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
CM

Chad Mitchell Koehn

Kansas·CRD #2216169
Dual-registered

Dual-registered at UNITED CAPITAL MANAGEMENT OF KANSAS, INC.

Experience
34 yrs
States
3
Exams
5
Since
1992
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$25k
View profile
CN

Chad Nathan Soukup

Michigan·CRD #5805699
IA Rep

Investment Adviser Rep at JVL WEALTH STRATEGIES

Experience
16 yrs
States
1
Since
2010
Fee
AUM / Hourly / Flat Fee
View profile
CN

Chad Neault

California·CRD #6767137
IA Rep

Investment Adviser Rep at VANDERBILT ADVISORY SERVICES

Experience
1 yrs
States
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
CN

Chad Niel Norling

Minnesota·CRD #2910033
Dual-registered

Dual-registered at ADVISORNET WEALTH PARTNERS

Experience
29 yrs
States
2
Exams
3
Since
1997
Fee
AUM / Hourly / Flat Fee / Other
View profile
CO

Chad Oliver Sprecher

Ohio·CRD #4235182
Dual-registered

Dual-registered at ALLSPRING FUNDS MANAGEMENT, LLC

Experience
25 yrs
States
1
Exams
4
Since
2001
Est. fee
AUM / Performance-based
Minimum
$50k
View profile
CP

Chad Patrick Budy

Ohio·CRD #6126016
Dual-registered

Dual-registered at BROOKSTONE CAPITAL MANAGEMENT LLC

Experience
14 yrs
States
1
Exams
5
Since
2012
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
CP

Chad Patrick Cornell

Florida·CRD #2984921
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
28 yrs
States
2
Exams
7
Since
1998
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CP

Chad Patrick Sann

Oregon·CRD #6889313
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
8 yrs
States
1
Exams
5
Since
2018
Fee
AUM / Other
View profile
CP

Chad Patrick Staatz

Missouri·CRD #7664709
Dual-registered

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

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
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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