Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Kappler is a financial advisor registered with LPL Financial LLC. Chad has been in the financial services industry since November 28, 2019. Chad is licensed to provide financial advice in 21 states and holds the Series 63, Series 65, Series 7TO, and SIE exams. Chad is associated with two LPL Financial LLC branch offices located in Eden Prairie, Minnesota and Savage, Minnesota.
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.
Consulting and other non-discretionary advisory services
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.
1
2
MN
05/18/2022 - Present
LPL Financial LLC (APPLE VALLEY MN)
MN
11/29/2019 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Savage MN)
IA
Issued 01/24/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/24/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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