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Chad Bester

Mount Yale Investment Advisors, LLC

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About Chad Bester

Chad Bester is a financial advisor with Mount Yale Investment Advisors, LLC. Chad has been in the financial industry since 2002 and holds Series 7 and 66 licenses. Chad has experience working with Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Chad is currently registered with the state of Minnesota and Texas. In addition to his financial services work, Chad also participates in several businesses including a restaurant, a farmland rental property, and various investment-related ventures.

Firm Information

Chad Bester is currently registered with Mount Yale Investment Advisors, LLC. Mount Yale Investment Advisors, LLC is a Denver, CO-based investment advisor with $2,187,125,977 in regulatory assets under management. They serve individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, and other investment advisors. Their services include financial planning, portfolio management for individuals, selection of other advisors, and consulting.
Mount Yale Investment Advisors, LLC

1580 LINCOLN STREET

DENVER, CO 80203

$2.19B

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chad Bester’s Registration & Firm History

MN

06/25/2021 - Present

Mount Yale Investment Advisors, LLC (Minneapolis MN)

MN

01/03/2011 - 07/01/2021

WELLS FARGO CLEARING SERVICES, LLC (MINNEAPOLIS MN)

MN

09/17/2002 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 10/09/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/16/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chad Bester.
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