Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Chase, a registered investment advisor representative, is a financial professional with experience in the industry. Chad is currently registered with CGN Advisors, LLC in Kansas and Texas. Chad holds a Series 65 license and has been registered with the Securities and Exchange Commission since 2019. Chad has experience in providing financial planning, pension consulting and portfolio management for individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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KS
04/24/2021 - Present
CGN Advisors, LLC (MANHATTAN KS)
IA
Issued 03/04/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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