Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Rohm is an active Registered Representative with Packerland Brokerage Services, Inc. in Green Bay, WI, and a Registered Investment Advisor in both Missouri and Wisconsin. Chad has been active in the financial industry since July 31, 2011. Chad is a Series 6, 7, 24, 26, 63, and 66 licensed professional and offers financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Chad previously worked with Woodbury Financial Services, Inc. and Pruco Securities, LLC.
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.
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
10/16/2015 - Present
Packerland Brokerage Services, Inc. (GREEN BAY WI)
WI
11/02/2011 - 02/15/2012
WOODBURY FINANCIAL SERVICES, INC. (APPLETON WI)
WI
01/01/2011 - 04/04/2011
PRUCO SECURITIES, LLC. (APPLETON WI)
BOTH
Issued 10/15/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2015
Series 24 - General Securities Principal Examination
BC
Issued 07/09/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/29/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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