Chad Conway (CRD# 6917553) is an Investment Advisor Representative working at Conway Consulting LLC in Brookings, SD and has over 6 years of experience in the finance industry.
CRD# 4542497
Birch Investment Management, LLC
CRD# 6570582
Ameriprise Financial Services, LLC
CRD# 4252096
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Conway Consulting, LLC | Brookings, SD | Jan 2020 - Current | 4 |
| Ymca | Marshall, MN | Mar 2018 - Oct 2023 | 5 |
| Conway Financial Consulting, LLC | Marshall, MN | Jan 2016 - Jan 2018 | 2 |
| Smsu | Marshall, MN | Aug 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2018 |
- MN
- SD
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts22ACCOUNTS
-
Average Account Value$131,818
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
MN, SD
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