Chadwic Sarsfield, financial advisor Cedar Rapids IA
81 score

Chadwic Sarsfield

CRD Number: 3014073
Current Firm: Signator Investors, Inc.

Chadwic Sarsfield (CRD# 3014073) is an Investment Advisor Representative working at Signator Investors, Inc. in Cedar Rapids, IA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Signator Investors Inc. Cedar Rapids, IA Jun 2016 - Current < 1
Premier Advisors, LLC Cedar Rapids, IA Nov 2011 - Current 5
Ameritas Investment Corp Lincoln, NE Dec 2007 - Current 9
Premier Asset Management Cedar Rapids, IA Apr 2010 - Nov 2011 1
Professional Financial Solutions Cedar Rapids, IA Dec 2007 - Nov 2009 1
Strategic Business Partners Cedar Rapids, IA Jan 2009 - Sep 2009 < 1
National Planning Corporation Cedar Rapids, IA May 2006 - Dec 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S66 NASAA Uniform Combined State Law Examination Aug 2006
Contact Info for Chadwic J. Sarsfield
Phone Number: 800-543-6611
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    2,196
    MILLIONS
  • Total Number of Accounts
    25,384
    ACCOUNTS
  • Average Account Value
    $86,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, 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, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
81
Clean Record
This advisor has a clean track record with regulators.

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