Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Lewis is a financial advisor with Northwestern Mutual Investment Services, LLC, currently registered in Illinois. Chad has been in the industry since February 29, 2012. He has passed the Series 66, Series 7, and the SIE exams. Chad has been registered with Northwestern Mutual Investment Services, LLC for several years, previously working out of the San Francisco, California office. Chad is also registered in several other states, including California, Colorado, Florida, Minnesota, North Carolina, Texas, Washington, Wisconsin, and Wyoming. Chad is the owner of two legal entities: CMCL Holdings, LLC and G2JL Holdings, LLC.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
IL
09/27/2017 - Present
Northwestern Mutual Investment Services, LLC (OAK BROOK IL)
CA
05/30/2013 - 07/10/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAN FRANCISCO CA)
CA
11/17/2011 - 04/30/2013
EDWARD JONES (CHICO CA)
BOTH
Issued 12/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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