Chad Rawleigh, financial advisor Chicago IL

Chad Rawleigh

CRD Number: 5116686
Current Firm: Financial Solutions Advisory Group

Chad Rawleigh (CRD# 5116686) is an Investment Advisor Representative working at Financial Solutions Advisory Group in Chicago, IL and has over 17 years of experience in the finance industry.

Similar Advisors
Charles Melka, financial advisor Chicago IL
Charles P. Melka
CRD# 2216510
Sequoia Wealth Management, LLC
Similar Advisors
Phillip Shaw, financial advisor Chicago IL
Phillip R. Shaw
CRD# 6067744
Goldstone Financial Group, LLC
Similar Advisors
Gregory Reichold, financial advisor Chicago IL
Gregory A. Reichold
CRD# 5648094
Highpoint Planning Partners
Professional Designations
Company Name Location Dates Years
Embree Financial Group Chicago, IL Jan 2016 - Aug 2016 < 1
Charles Schwab & Company, Inc. Chicago, IL Jun 2012 - Dec 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2006
Contact Info for Chad J. Rawleigh
Phone Number: 773-714-1540
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    700
    MILLIONS
  • Total Number of Accounts
    343
    ACCOUNTS
  • Average Account Value
    $2,040,816
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
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AZ, CA, CO, FL, IL, IN, MD, MI, NY, TX, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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 derived from SEC.gov data covering 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.

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.