Chadwic Sarsfield (CRD# 3014073) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cedar Rapids, IA and has over 26 years of experience in the finance industry.
CRD# 5362122
Cedar Point Capital Partners, LLC
CRD# 4525922
Lpl Financial LLC
CRD# 4187389
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Cedar Rapids, IA | Feb 2022 - Current | 2 |
| Royal Alliance Associates, Inc. | Cedar Rapids, IA | Nov 2018 - Feb 2022 | 3 |
| Strellner Agency Group | Cedar Rapids, IA | Jun 2016 - Feb 2022 | 5 |
| Signator Investors Inc. | Cedar Rapids, IA | Jun 2016 - Nov 2018 | 2 |
| Premier Advisors, LLC | Cedar Rapids, IA | Nov 2011 - Jun 2016 | 4 |
| Ameritas Investment Corp | Lincoln, NE | Dec 2007 - Jun 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2006 |
- IA
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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