Chad Nielsen (CRD# 3220184) is an Investment Advisor Representative working at Gateway Financial & Estate Planning, Inc. in Pocatello, ID and has over 24 years of experience in the finance industry.
CRD# 733613
Arbor Point Advisors
CRD# 4361206
Edward Jones
CRD# 5226639
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Federal Benefits Advisory Group, LLC | Chubbock, ID | Aug 2016 - Current | 7 |
Gateway Insurance Services, Inc. | Chubbuck, ID | Mar 2011 - Current | 13 |
Gateway Financial & Estate Planning, Inc. | Pocatello, ID | Nov 2007 - Current | 16 |
Federal Benefits Advisory Group | Pocatello, ID | Oct 1997 - Aug 2016 | 18 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1999 |
S65 | NASAA Investment Advisors Law Examination | Sep 2007 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
- ID
- TX
- UT
- WA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
AZ, CA, ID, NV, OR, TX, UT, WA
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