Chad Middendorf (CRD# 4973992) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cold Spring, MN and has over 18 years of experience in the finance industry.
CRD# 4207020
Dakota Wealth, LLC
CRD# 1798616
Primerica Advisors
CRD# 1185989
Valmark Advisers, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
M & M Holdings Of Eden Valley | Eden Valley, MN | May 2022 - Current | 1 |
Cetera Advisor Networks LLC | El Segundo, CA | Jun 2021 - Current | 2 |
Wealthcare Financial Services | Cold Spring, MN | Jul 2013 - Current | 10 |
M&m Holdings Of Cold Spring LLC | Cold Springs, MN | Mar 2012 - Current | 12 |
M&m Holdings Of Melrose LLC | Cold Spring, MN | Mar 2012 - Current | 12 |
The Tan Line, LLC | Cold Spring, MN | Jun 2011 - Current | 12 |
M&m Holdings Of Minnesota, LLC | Cold Springs, MN | Jan 2011 - Current | 13 |
Wealthcare Agency | Cold Springs, MN | Mar 2004 - Current | 20 |
Wealthcare | Cold Springs, MN | Sep 2003 - Current | 20 |
Voya Financial Advisors | Cold Spring, MN | Sep 2014 - Jun 2021 | 6 |
Ing Financial Partners | Cold Spring, MN | Jun 2005 - Sep 2014 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2005 |
- MN
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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
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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