Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Michael Darr is a financial advisor with over 10 years of experience in the financial industry. He is currently registered with Associated Investment Services, Inc. and holds Series 7, 7TO, 31 and 65 licenses. Chad has worked with several other firms in the past including UBS Financial Services Inc., RMJB, Inc., and Morgan Stanley DW Inc. His primary focus is on providing investment advice and financial planning services to individuals and families. He is also experienced in portfolio management for individuals and provides mutual fund wrap services.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Mutual fund wrap
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.
A percentage of the total value of assets under management is charged.
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2
MN
06/12/2024 - Present
Associated Investment Services, Inc. (ST. LOUIS PARK MN)
MN
04/11/2013 - 06/12/2019
ASSOCIATED INVESTMENT SERVICES, INC. (ST. LOUIS PARK MN)
MN
09/19/2007 - 04/27/2011
UBS FINANCIAL SERVICES INC. (ST PAUL MN)
MN
10/24/2006 - 08/24/2007
RMJB, INC. (BLOOMINGTON MN)
MN
09/13/2004 - 07/13/2006
MORGAN STANLEY DW INC. (MINNEAPOLIS MN)
BC
Issued 10/01/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/24/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/12/2024
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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