Chad FeslerCRD Number: 5520017
Current Firm: Advice And Planning Services
Chad Fesler (CRD# 5520017) is an Investment Advisor Representative working at Advice And Planning Services in Coralville, IA and has over 7 years of experience in the finance industry.
|Tiaa||Coralville, IA||Jun 2014 - Current||2|
|Tiaa-cref Individual & Institutional Services, LLC||Coralville, IA||Jun 2014 - Current||2|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Jan 2012 - May 2014||2|
|Cambridge Investment Research, Inc.||Fairfield, IA||Jun 2008 - May 2014||5|
|National Planning Corporation||Santa Monica, CA||Apr 2008 - Jun 2008||< 1|
|Act||Iowa City, IA||Mar 2008 - Jun 2008||< 1|
|Chad Burtch State Farm||Iowa City, IA||Nov 2007 - Jan 2008||< 1|
|Gary Mcintire State Farm||Iowa City, IA||Jan 2007 - Oct 2007||< 1|
|Yellow Book||Cedar Rapids, IA||Aug 2006 - Jan 2007||< 1|
|Unemployed||Iowa City, IA||Apr 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2009|
|S65||NASAA Investment Advisors Law Examination||Nov 2011|
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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