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Chad Joseph Rawleigh

Financial Solutions Advisory Group

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About Chad Joseph Rawleigh

Chad Rawleigh is a financial advisor who has been active in the financial services industry for over a decade. Chad works with individuals and families in the Chicago area, providing financial planning services. Chad focuses on building long-term relationships with clients to help them reach their financial goals. Chad has a broad range of experience in the financial services industry and is dedicated to providing his clients with the highest level of service. Currently, Chad is registered with Financial Solutions Advisory Group. Chad previously worked at CHARLES SCHWAB & CO., INC. and J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. Chad holds Series 63 and Series 7 licenses. Chad is also a Chartered Financial Analyst (CFA).

Firm Information

Chad Rawleigh is currently registered with Financial Solutions Advisory Group. Financial Solutions Advisory Group is an investment advisor headquartered in Chicago, Illinois. They offer financial planning, pension consulting, publication of periodicals, and portfolio management services for individuals and corporations. The firm manages approximately $730 million in assets for 350 clients, including high net worth individuals and corporations.
Financial Solutions Advisory Group

8700 W. BRYN MAWR AVENUE, SUITE 410-N

CHICAGO, IL 60631

$730.00M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chad Rawleigh’s Registration & Firm History

IL

08/30/2016 - Present

Financial Solutions Advisory Group (CHICAGO IL)

IL

07/16/2012 - 12/21/2015

CHARLES SCHWAB & CO., INC. (CHICAGO IL)

IL

12/19/2011 - 06/12/2012

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (CHICAGO IL)

IL

04/14/2006 - 07/13/2011

FIRST ANALYSIS SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

BC

Issued 04/26/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/21/2015

SIE - Securities Industry Essentials Examination

BC

Issued 04/13/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chad Joseph Rawleigh.
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