Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Clauser is a registered investment advisor representative at Lawson Kroeker Investment Management Inc. Chad has a background in finance, having previously worked at Credit Suisse Securities (USA) LLC. Chad is also a Chartered Financial Analyst. Lawson Kroeker Investment Management Inc. is an investment advisor firm with offices in Omaha, Nebraska. The firm primarily serves high-net-worth individuals, charitable organizations, investment companies, and corporations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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NE
05/15/2015 - Present
Lawson Kroeker Investment Management Inc. (OMAHA NE)
NY
01/03/2008 - 06/30/2011
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BOTH
Issued 01/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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