Chad GuerreroCRD Number: 3141852
Current Firm: Northwestern Mutual Investment Services,llc
Chad Guerrero (CRD# 3141852) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Franklin, WI and has over 22 years of experience in the finance industry.
Robert W. Baird & Company Incorporated
Annex Wealth Management, LLC
Pgim Investments LLC
|Northwestern Mutual Investment Services, LLC||Franklin, WI||Jun 2018 - Current||3|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||May 2018 - Current||3|
|Unemployed||San Antonio, TX||Jan 2018 - Apr 2018||< 1|
|Usaa Investment Management Company||San Antonio, TX||Sep 2017 - Dec 2017||< 1|
|Usaa Life Insurance Company||San Antonio, TX||Feb 1999 - Dec 2017||18|
|Usaa Financial Planning Services||San Antonio, TX||Jan 2010 - Sep 2015||5|
|Usaa Financial Advisors, Inc.||San Antonio, TX||Jan 2009 - Sep 2015||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1999|
|S66||NASAA Uniform Combined State Law Examination||Dec 2009|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.