Chad Schiel, financial advisor Irvine CA

Chad Schiel

CRD Number: 5706184
Current Firm: Independent Financial Group, LLC
Compensation Model: Both

Chad Schiel is an independent financial planner providing services in Orange County California. As an independent financial advisor free from sales quotas and corporate agendas, he takes the time needed in providing his clients with the best customer service, investments and solutions found anywhere. Are you working with a service provider like Schiel Wealth Management? Perhaps it’s time you start.

Mission Statement

Offer tailored, personalized financial solutions for individual investors and business owners by utilizing goal orientated planning, a diversified conservative investment strategy and uncompromising service.

Community Involvement:

Chad is an avid fly fisherman and enjoys volunteering with the Boy Scouts of America, and other youth organizations where he can share his passion for the outdoors with others. He is also an active member of the Exchange Club of San Clemente and the Marine Corps League.

Family:

Chad grew up in Yuma, a small farming community in Northeastern Colorado. His wife of eleven years, Jackie is a lifelong resident of Orange County, a Registered Nurse and enjoys volunteering at the local animal shelter. They reside in Mission Viejo with their growing family.

For more information on Chad's battle with lung cancer, work history and practice, read the Q&A Article from the Orange County Register.

CONTACT
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Company Name Location Dates Years
Independent Financial Group San Clemente, CA Feb 2012 - Current 8
Edward Jones St Louis, MO Aug 2009 - Jan 2012 2
Jefferson County Human Services Golden, CO Oct 2006 - Aug 2008 1
United States Marine Corps Camp Pendleton, CA Oct 2000 - Oct 2005 5
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Aug 2009
S66 NASAA Uniform Combined State Law Examination Oct 2009
Contact Info for Chad W. Schiel
Phone Number: 858-436-3180
Firm Website: https://www.ifgsd.com
Registered State(s):
  • CA
  • MT
  • SC
By the Numbers
  • Total Assets Under Management
    3,747
    MILLIONS
  • Total Number of Accounts
    15,226
    ACCOUNTS
  • Average Account Value
    $246,108
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, VT, WA, WI, WV, WY

Firm Disclaimer:

Chad Schiel is a Registered Representative offering securities and advisory services through Independent Financial Group, LLC, a registered broker-dealer and investment advisor. Member FINRA and SIPC. Office of Supervisory Jurisdiction: 9911 Irvine Center Drive, Suite 100, Irvine, CA 92618-4329. Independent Financial Group and Schiel Wealth Management are not affiliated entities. California Insurance License #0G82354. Licensed to sell securities in the following states: CA, MT, SC.

 

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