Chad Bouma, financial advisor Lynden WA

Chad Bouma

CRD Number: 4400440
Current Firm: Cetera Investment Advisers LLC

Chad Bouma (CRD# 4400440) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lynden, WA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Mar 2024 - Current < 1
Hillco Contracting Bellingham, WA Dec 2016 - Current 7
Cetera Advisors LLC Denver, CO Jan 2013 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2001
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Chad A. Bouma
Phone Number: 888-528-2987
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Educational seminars/workshops
Types of Clients
Registered States

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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