Chad KruseCRD Number: 3117191
Current Firm: Nations Financial Group, Inc.
Chad Kruse (CRD# 3117191) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Dubuque, IA and has over 19 years of experience in the finance industry.
Voya Financial Advisors, Inc.
Steele Capital Management, Inc.
Investments By Design, Inc.
|Nations Financial Group, Inc.||Cedar Rapids, IA||Jun 2016 - Current||1|
|Core Investments Group||Dubuque, IA||Sep 2015 - Current||2|
|Producers Financial Group Midwest||Freeport, IL||Dec 2004 - Current||13|
|Vsr Financial Services, Inc.||Overland Park, KS||Jul 2010 - Jun 2016||5|
|Vsr Advisory Services, Inc.||Overland Park, KS||Jul 2010 - Jun 2016||5|
|Bernardi Investment Services, Inc.||Dubuque, IA||Aug 1998 - Sep 2015||17|
|Tnbc Bisys Commissions Through Berthel Fisher||Dubuque, IA||Jan 2003 - Jul 2010||7|
|Berthel, Fisher & Company Financial Services, Inc.||Galena, IL||Aug 1998 - Jul 2010||11|
|Galena Golf Club Board Member||Galena, IL||Oct 2007 - Nov 2007||< 1|
|Golf Fundraiser/tournament||Galena, IL||Aug 2006 - Oct 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1998|
|S65||NASAA Investment Advisors Law Examination||Feb 2001|
Total Assets Under Management597MILLIONS
Total Number of Accounts2,477ACCOUNTS
Average Account Value$241,135
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AR, AZ, CA, CO, FL, IA, ID, IL, IN, KS, KY, MD, MI, MN, MO, NC, NE, NJ, NM, NY, OH, OR, PA, TX, VA, WA, WI