Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Kilhefner is a financial professional with over 20 years of experience in the financial services industry. Chad is a Certified Financial Planner™ professional and has been registered with Vanguard Advisers, Inc. since 2002. Chad has a wide range of experience, including portfolio management, financial planning, and investment advisory services. Chad is a strong advocate for his clients and works diligently to help them achieve their financial goals. Chad is a volunteer board member of the Personal Financial Planning Advisory Board at Kutztown University of Pennsylvania.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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2
PA
04/20/2023 - Present
Vanguard Advisers, Inc. (Malvern PA)
KS
11/15/2001 - 10/02/2002
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 11/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/14/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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