Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad David Pratt is an Investment Advisor Representative at Focus Financial, located in Edina, Minnesota. Chad has been in the financial services industry since 2001 and has a combined 20+ years of experience. Chad has been registered with the state of Minnesota since 2002 and has also held previous registrations with other firms including American Express Financial Advisors Inc. and IDS Life Insurance Company. Chad holds Series 66, Series 7 and SIE licenses. Chad specializes in providing financial planning and investment advice for individuals, businesses, and retirement plans. Chad is also President of FDI - Financial Designs, a C Corporation that provides research and client communication services.
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.
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.
Percentage of assets under management with third party manager
1
2
MN
12/17/2013 - Present
Focus Financial (EDINA MN)
MN
03/14/2001 - 11/08/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/14/2001 - 11/08/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
11/06/2000 - 12/15/2000
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
BOTH
Issued 03/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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