Chad Heberly, financial advisor Pueblo CO
95 score

Chad Heberly

CRD Number: 6052546
Current Firm: Stifel, Nicolaus & Company, Incorporated
Chad Heberly (CRD# 6052546) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Pueblo, CO and has over 3 years of experience in the finance industry.
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Company Name Location Dates Years
Stifel Nicolaus Pueblo, CO Oct 2013 - Current 3
Farmers Financial Solutions Pueblo West, CO Apr 2012 - Oct 2013 1
Farmers Insurance Group Pueblo West, CO Jan 2012 - Oct 2013 1
Us Bank Pueblo West, CO Jun 2011 - Jan 2012 < 1
Legacy Bank Pueblo West, CO Jan 2005 - May 2011 6
Exam Code Name Passed Date
S6 Investment Company and Variable Contracts Products Representative Examination (IR) May 2012
S63 Uniform Securities State Law Examination Jun 2012
S26 Investment Company and Variable Contracts Products Principal Examination (IP) Jun 2012
S7 General Securities Representative Examination (GS) Dec 2013
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Chad A. Heberly
By the Numbers
  • Total Assets Under Management
    38,401
    MILLIONS
  • Total Number of Accounts
    115,441
    ACCOUNTS
  • Average Account Value
    $332,650
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
95
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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