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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chadwick? Claim Your ProfileChadwick Schumacher is a financial advisor with over 28 years of experience in the industry. Chadwick currently works for Tradition Wealth Management LLC where Chadwick specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting and selection of other advisors. Chadwick has also worked at a number of other firms including Cambridge Investment Research, Inc., Wells Fargo Investments, LLC, Wells Fargo Brokerage Services, L.L.C., U.S. BANCORP INVESTMENTS, INC., U.S. BANCORP PIPER JAFFRAY INC., PAINEWEBBER INCORPORATED, PRINCIPAL FINANCIAL SECURITIES,INC., METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Chadwick is registered with FINRA and holds Series 6, 7, 9, 10, 24, 63 and 65 licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
1031 exchange consulting
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
MN
11/01/2004 - Present
Tradition Wealth Management LLC (EDINA MN)
IA
03/05/2003 - 08/06/2004
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
CA
12/13/2000 - 03/05/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
12/15/2000 - 08/23/2002
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
02/14/2000 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
07/09/1996 - 03/09/2000
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
01/13/2000 - 03/08/2000
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NJ
08/11/1995 - 07/19/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
TX
01/09/1995 - 08/15/1995
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
MA
01/21/1994 - 04/12/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/21/1994 - 04/12/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 04/24/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2003
Series 24 - General Securities Principal Examination
BC
Issued 02/06/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/26/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/1995
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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