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Chad Thomas Sapa

CTS Consulting, LLC

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About Chad Thomas Sapa

Chad Sapa is a registered Investment Advisor Representative. Chad is affiliated with CTS Consulting, LLC which is based in DILWORTH, MN. Chad has been in the industry since 10/1991. Chad's current registrations are as follows: State of Minnesota and State of North Dakota.

Firm Information

Chad Sapa is currently registered with CTS Consulting, LLC. CTS Consulting, LLC is a registered investment adviser with 1 investment adviser representative. They primarily provide portfolio management services for individuals and have $30,331,892 in regulatory assets under management. The firm manages accounts for 77 clients, including 16 high-net-worth individuals with $27,110,564 in assets under management and 7 individuals other than high-net-worth with $3,221,328 in assets under management.

$30.33M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chad Sapa’s Registration & Firm History

MN

07/05/2007 - Present

CTS Consulting, LLC (DILWORTH MN)

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Licenses & Designations

IA

Issued 05/14/2007

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chad Thomas Sapa.
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