Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Kulzer is a financial advisor associated with Osaic Wealth, Inc. Chad has been in the financial services industry since 2000 and is currently registered with the state of Minnesota, Texas and Wisconsin. Prior to joining Osaic Wealth, Inc. Chad has worked with Woodbury Financial Services, Inc., Questar Capital Corporation, USAllianz Securities, Inc., BirchTree Financial Services, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Chad holds the Series 63, Series 65, Series 7, and Series 24 licenses. Chad's services include financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.
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
01/19/2024 - Present
Osaic Wealth, Inc. (NEW RICHMOND WI)
MN
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (BLOOMINGTON MN)
MN
12/01/2006 - 03/01/2019
QUESTAR CAPITAL CORPORATION (BLOOMINGTON MN)
MN
03/07/2005 - 12/01/2006
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
MN
02/26/2004 - 02/22/2005
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
01/02/2000 - 02/26/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/02/2000 - 02/26/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/27/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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