Unclaimed
Chad Rutar is an investment advisor representative with Cetera Investment Advisers LLC. Chad has been in the industry since October 1997 and is currently registered with the state of Nebraska and Texas. Chad has a long history in the industry, having previously been registered with firms such as Securian Financial Services, Inc. and Pruco Securities, LLC. Chad has also been active in various business roles, including board memberships and real estate ownership.
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.
1
2
NE
08/10/2023 - Present
Cetera Investment Advisers LLC (OMAHA NE)
NE
07/21/2005 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (OMAHA NE)
NJ
10/06/1997 - 07/11/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
IA
Issued 03/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/30/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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