Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Andrew Thistle is a financial advisor with Diversified Management Inc., specializing in retirement planning, portfolio management, and financial planning. Chad has over 20 years of experience in the financial services industry and is a Certified Financial Planner. Chad has held previous roles with B. C. Ziegler And Company and Waddell & Reed, Inc.. Chad is currently registered with the state of Texas and Wisconsin.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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WI
12/14/2004 - Present
Diversified Management Inc. (MILWAUKEE WI)
IL
02/01/2002 - 10/19/2004
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
KS
09/22/1999 - 02/14/2002
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 10/09/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/18/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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