Unclaimed
Chad Rutar is a financial professional with over 25 years of experience in the industry. Chad is currently registered with Cetera Investment Advisers LLC and has held previous registrations with Securian Financial Services, Inc. and Pruco Securities, LLC. Chad specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Chad holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Chad also holds the Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designations. Chad is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
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 3/9/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/17/2001
Series 7 - General Securities Representative Examination
BC
Issued 9/30/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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