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 Davis is a financial advisor with over 29 years of experience in the financial industry. Chad is a registered representative and investment advisor representative with Ameriprise Financial Services, LLC. Chad has held previous positions with Ameriprise Advisor Services, Inc., Piper Jaffray & Co., H&R Block Financial Advisors, Inc., and Olde Discount Corporation. Chad is licensed to sell securities in 25 states, including Alabama, Alaska, California, Colorado, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Minnesota, Missouri, Nebraska, New Jersey, Oklahoma, Puerto Rico, South Dakota, Tennessee, Texas, and is a registered investment advisor in Kansas, Missouri, and Texas. Chad's specializations include retirement planning, college savings, insurance, and estate planning.
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.
Asset allocation services
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.
1
2
KS
02/20/2010 - Present
Ameriprise Financial Services, LLC (Leawood KS)
KS
07/15/2005 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (OVERLAND PARK KS)
MN
03/16/2001 - 07/22/2005
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
MI
04/02/1996 - 03/27/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NA
02/23/1994 - 09/28/1995
OLDE DISCOUNT CORPORATION
IA
Issued 11/27/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 02/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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