Unclaimed
Chad Tischer is an investment advisor representative with Fiducient Advisors LLC, and has been in the industry since 1999. Chad has a Series 7 and Series 63 license. Chad is registered in Illinois and Texas and holds the Certified Financial Planner designation. Prior to joining Fiducient Advisors LLC, Chad was employed by DIMEO SCHNEIDER & ASSOCIATES. Chad specializes in the areas of investment management, financial planning, and pension consulting. Chad is a member of the Financial Planning Association.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting for individuals and non profit organizations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
04/16/2009 - Present
Fiducient Advisors LLC (CHICAGO IL)
MA
07/03/2003 - 12/15/2004
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
IL
07/12/2002 - 06/25/2003
PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)
IL
04/06/2001 - 11/09/2001
ONLINE BROKERAGE SOLUTIONS, INC. (CHICAGO IL)
MN
05/20/1999 - 02/22/2001
AAL CAPITAL MANAGEMENT CORPORATION (MINNEAPOLIS MN)
BC
Issued 07/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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