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Chadwick Kacy Thorson

Performance Trust Capital Partners, LLC

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About Chadwick Kacy Thorson

Chadwick Thorson is a financial advisor with over 30 years of experience in the industry. Chadwick is currently registered with Performance Trust Capital Partners, LLC. Chadwick has held previous roles with firms including First Trust Portfolios L.P., BondWave LLC and NIKE Securities L.P. Chadwick is a Series 7, Series 53 and Series 63 licensed professional and holds the SIE designation. Chadwick is licensed in Illinois, Ohio, Alabama, Iowa, Minnesota, Missouri, New Mexico and Oregon.

Firm Information

Chadwick Thorson is currently registered with Performance Trust Capital Partners, LLC. Performance Trust Capital Partners, LLC is a Limited Liability Company formed on October 6, 2006. The firm is registered in all 50 states plus the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

219

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.

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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Chadwick Thorson’s Registration & Firm History

IL

04/01/2008 - Present

Performance Trust Capital Partners, LLC (WHEATON IL)

IL

11/21/2003 - 03/07/2008

FIRST TRUST PORTFOLIOS L.P. (LISLE IL)

IL

11/06/2001 - 09/30/2004

BONDWAVE LLC (WHEATON IL)

IL

11/17/1992 - 07/02/2001

NIKE SECURITIES L.P. (WHEATON IL)

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Licenses & Designations

BC

Issued 10/07/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/01/2005

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Chadwick Kacy Thorson.
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