Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Grover Gildig is a financial advisor with over 27 years of experience in the financial services industry. Chad has a broad range of experience with both Independent Financial Partners and Wells Fargo Advisors Financial Network, LLC. Chad is a registered representative and investment advisor representative in multiple states. Chad holds Series 63, 65, 7 and 24 licenses. Chad works to provide investment advisory services, financial planning, and educational seminars.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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 advisement
1
2
CO
08/06/2024 - Present
Independent Financial Partners (Denver CO)
CO
07/23/2004 - 08/14/2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (DENVER CO)
NY
11/08/2002 - 08/18/2004
QUICK & REILLY, INC. (NEW YORK NY)
RI
01/08/1997 - 10/31/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 05/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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