Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Louis Schroeder is a financial professional with over 18 years of experience in the financial services industry. Chad has been registered with Cuso Financial Services, LP since December 2014. Chad has also held previous registrations with CUNA Brokerage Services, Inc. and Thrivent Investment Management Inc. Chad holds Series 6, 7, 63, and 65 securities licenses and the SIE exam. Chad is dedicated to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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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2
WI
12/10/2014 - Present
Cuso Financial Services, LP (NEENAH WI)
WI
06/23/2011 - 12/10/2014
CUNA BROKERAGE SERVICES, INC. (APPLETON WI)
WI
10/15/2008 - 06/20/2011
THRIVENT INVESTMENT MANAGEMENT INC. (NEENAH WI)
WI
03/22/2006 - 10/15/2008
CHASE INVESTMENT SERVICES CORP. (APPLETON WI)
IA
Issued 11/22/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/21/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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