ADVISOR BIO

Chad Thomley is a financial advisor with Thrivent Investment Management Inc., located in Madison, WI. Chad has been in the financial services industry since 1992. Chad has worked with Lutheran Brotherhood Securities Corp. before joining Thrivent. Chad specializes in providing financial planning and portfolio management services for individuals and businesses.

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ADVISOR BIO

Chad Hopfensperger is a registered investment advisor representative with Edward Jones. He is based in Neenah, WI and has been in the industry since January 16, 2006. He offers financial planning, portfolio management for businesses and individuals, and selection of other advisors. He is licensed in 28 states including Texas, Wisconsin, and Alabama, and holds Series 7, Series 63 and SIE licenses. He works with individuals, high net worth individuals, families, trusts, pension and profit-sharing plans, business development companies, corporations, charitable organizations and more.

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ADVISOR BIO

Chad Millar is a financial advisor with Lincoln Investment and Capital Analysts. Chad has been in the financial services industry since November 2014 and is registered in Illinois and Wisconsin. Chad specializes in portfolio management for individuals and businesses, as well as financial planning and selection of other advisors.

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ADVISOR BIO

Chad R Osmanski is an investment advisor representative with Robert W. Baird & Co. Inc. Chad has been in the industry since 2000 and has a Series 66, Series 7 and SIE license. Chad holds current registrations in 41 states including Wisconsin, Florida, and Texas.

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ADVISOR BIO

Chad Louis Schroeder is a financial professional with over 18 years of experience in the financial services industry. Chad has been registered with Cuso Financial Services, LP since December 2014. Chad has also held previous registrations with CUNA Brokerage Services, Inc. and Thrivent Investment Management Inc. Chad holds Series 6, 7, 63, and 65 securities licenses and the SIE exam. Chad is dedicated to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Chad Urban is a financial advisor at LPL Financial LLC. He is a licensed and registered professional with over 10 years of experience in the financial services industry. Chad is committed to providing personalized financial advice and guidance to help individuals and families achieve their financial goals. Chad is a Series 7 and Series 63 licensed financial advisor and holds the SIE designation. He is registered in Florida, South Carolina and Wisconsin. He previously worked at INVEST FINANCIAL CORPORATION.

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ADVISOR BIO

Chad David Giese is a registered representative with Robert W. Baird & Co. Inc. Chad has been in the securities industry since February 4, 2001. Chad is registered with the state of Wisconsin and holds a Series 66, Series 7 and SIE. Chad's firm offers a variety of advisory services, including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, individuals, investment companies and pooled investment vehicles.

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ADVISOR BIO

Chad Steven Klaubauf is a registered representative with Morgan Stanley. Chad Steven Klaubauf is a registered representative with a Series 7, Series 31, and Series 66 license. Chad Steven Klaubauf has been in the industry since 2001 and has worked with both Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. in the past. Currently, Chad Steven Klaubauf is active in both the broker-dealer and investment advisor space. Chad Steven Klaubauf has a special focus on providing financial planning, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.

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ADVISOR BIO

Chad Kulzer is a financial advisor associated with Osaic Wealth, Inc. Chad has been in the financial services industry since 2000 and is currently registered with the state of Minnesota, Texas and Wisconsin. Prior to joining Osaic Wealth, Inc. Chad has worked with Woodbury Financial Services, Inc., Questar Capital Corporation, USAllianz Securities, Inc., BirchTree Financial Services, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Chad holds the Series 63, Series 65, Series 7, and Series 24 licenses. Chad's services include financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.

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ADVISOR BIO

Chad Michael Mietz is a financial advisor registered with U.S. Bancorp Investments, Inc. Chad has been in the industry since 1996 and has held positions with several firms including FIRSTAR INVESTMENT SERVICES,INC. and WMA SECURITIES, INC. Chad holds a Series 6, 7, 63, and 66 licenses. Chad has a diverse set of clients, including high net worth individuals, corporations or other businesses, and pension and profit-sharing plans. Chad specializes in several areas including retirement planning, college savings, and estate planning.

SPECIALIZATIONS