Chad Borsheim (CRD# 6568148) is an Investment Advisor Representative working at Primerica Advisors in Urbandale, IA and has over 8 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bruening Rock Products | Decorah, IA | May 2023 - Current | < 1 |
| Pfs Investments Inc. | Urbandale, IA | Mar 2019 - Current | 5 |
| Primerica Financial Services | Urbandale, IA | Apr 2008 - Current | 16 |
| Pattison Sand Company | Clayton, IA | Jul 2018 - May 2023 | 4 |
| Edward Jones | St Louis, MO | Oct 2015 - Jul 2018 | 2 |
| Pizza Pit | Ames, IA | May 2015 - Nov 2015 | < 1 |
| Titan Machinery Inc. | Des Moines, IA | Mar 2014 - Oct 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2015 |
- IA
-
Total Assets Under Management8,462MILLIONS
-
Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- 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, WY
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