Chad Frantzen (CRD# 4210741) is an Investment Advisor Representative working at Wealthbuilders Investments in Colorado Springs, CO and has over 23 years of experience in the finance industry. Chad Frantzen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6403098
Rfg Advisory, LLC
CRD# 2202065
Adelmann Financial, Inc.
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Authentic Counsel, LLC | Colorado Springs, CO | Mar 2011 - Current | 13 |
| Center Street Securities, Inc. | Chicago, IL | Aug 2021 - Nov 2021 | < 1 |
| Great Point Capital, LLC | Chicago, IL | Feb 2021 - Aug 2021 | < 1 |
| Mutual Securities, Inc. | Camarillo, CA | Jan 2015 - Feb 2021 | 6 |
| Lpl Financial, LLC | Dallas, TX | Aug 2007 - Jan 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2003 |
- CA
- CO
- FL
- TX
-
Total Assets Under Management122MILLIONS
-
Total Number of Accounts820ACCOUNTS
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Average Account Value$148,374
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CO, FL, LA, TX
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