Chase Rose (CRD# 7496436) is an Investment Advisor Representative working at Hixon Zuercher Capital Management in Findlay, OH and has 1 year of experience in the finance industry.
CRD# 2334231
Osaic Wealth, Inc.
CRD# 4774894
Cetera Investment Advisers LLC
CRD# 4724842
Fifth Third Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hixon Zuercher, LLC | Findlay, OH | Jan 2022 - Current | 2 |
| Freedom Enterprises | Kenton, OH | Mar 2020 - Jan 2022 | 1 |
| N/a | N/a, XX | Sep 2019 - Feb 2020 | < 1 |
| Plastipak Packaging | Jackson Center, OH | May 2019 - Aug 2019 | < 1 |
| Ohio Northern University Mailroom | Ada, OH | May 2017 - Mar 2019 | 1 |
| Mad River Mountain | Bellefontaine, OH | Dec 2018 - Jan 2019 | < 1 |
| Airstream | Jackson Center, OH | May 2018 - Aug 2018 | < 1 |
| Unemployed | Kenton, OH | Jan 2012 - May 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- OH
- TX
-
Total Assets Under Management345MILLIONS
-
Total Number of Accounts1,388ACCOUNTS
-
Average Account Value$248,643
- A percentage of assets under your management
- Hourly charges
- 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)
- Educational seminars/workshops
- Other
FL, IN, OH, SC, TX
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