Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Willer is a financial advisor registered with Cambridge Investment Research Advisors, Inc. in Bismarck, ND. Chad has been in the financial services industry since May 19, 2005. Chad is licensed to provide financial advice in several states including Arizona, Florida, Minnesota, Nebraska, North Dakota, Ohio, South Dakota and Wyoming. Chad holds the Series 63, Series 66, Series 7 and SIE licenses. Chad has experience working for a variety of financial institutions, including Investment Centers of America, Inc., LPL Financial LLC, and UVEST Financial Services Group, Inc.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
ND
10/23/2017 - Present
Cambridge Investment Research Advisors, Inc. (Bismarck ND)
ND
06/27/2011 - 10/19/2017
INVESTMENT CENTERS OF AMERICA, INC. (BISMARCK ND)
ND
11/02/2010 - 07/07/2011
LPL FINANCIAL LLC (BISMARK ND)
ND
05/19/2005 - 11/03/2010
UVEST FINANCIAL SERVICES GROUP, INC. (BISMARCK ND)
BOTH
Issued 04/14/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Chad Willer is the right advisor for you? Invested Better is here to help.
