Chad Bester (CRD# 4565010) is an Investment Advisor Representative working at Mount Yale Investment Advisors, LLC in Minneapolis, MN and has over 21 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Innovation Partners LLC | Charlotte, NC | Jun 2023 - Current | < 1 |
| Mount Yale Investment Advisors, LLC | Minneapolis, MN | Jun 2021 - Current | 2 |
| Wells Fargo Clearing Services, LLC | Minneapolis, MN | Nov 2016 - Jun 2021 | 4 |
| Wells Fargo Advisors LLC | Minneapolis, MN | Jan 2011 - Nov 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2002 |
- MN
- TX
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Total Assets Under Management2,187MILLIONS
-
Total Number of Accounts3,358ACCOUNTS
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Average Account Value$651,318
- 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
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
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