Chad Colton, financial advisor Boise ID
76 score

Chad Colton

CRD Number: 5433644
Current Firm: Northwestern Mutual Investment Services,llc

Chad Colton (CRD# 5433644) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Boise, ID and has over 8 years of experience in the finance industry.

Similar Advisors
Stephen Kovach, financial advisor Boise ID
Stephen M. Kovach
CRD# 2682236
Buffington Mohr Mcneal
Score
103
Similar Advisors
Paul Ferguson, financial advisor Boise ID
Paul T. Ferguson
CRD# 2532837
American Independent Securities Group, LLC
Score
101
Similar Advisors
Ryan Warwick, financial advisor Boise ID
Ryan C. Warwick
CRD# 2974298
Rathbone Warwick Investment Management
Score
101
Professional Designations
Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Current < 1
Northwestern Mutual Investment Services, LLC Boise, ID Jan 2008 - Current 8
Northwestern Mutual Life Insurance Company Milwaukee, WI Oct 2007 - Current 9
Sawtooth Laser Etching Meridian, ID Apr 2006 - Current 10
Northwestern Mutual Investment Services, LLC Boise, ID Jan 2014 - Mar 2016 2
Wise Boise, ID Apr 2007 - Aug 2010 3
Boise Supply Company Boise, ID May 1996 - Apr 2007 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Chad E. Colton
Phone Number: 866-664-7737
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Chad Colton and other advisors.
BADGES
76

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.