Chad ClemCRD Number: 5562030
Current Firm: Bankers Life Advisory Services, Inc.
Chad Clem (CRD# 5562030) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Riverside, MO and has over 5 years of experience in the finance industry.
Nextgen Wealth, LLC
Searcy Financial Services, Inc.
Communityamerica Financial Solutions, LLC
|Bankers Life Securities, Inc.||Riverside, MO||May 2016 - Current||2|
|Bankers Life & Casualty||Riverside, MO||May 2010 - Current||8|
|Proequities, Inc.||Riverside, MO||May 2012 - May 2016||4|
|Justin Bennet Agency||Spearville, KS||Feb 2010 - May 2010||< 1|
|Senior Healthcare Consultants||Dallas, TX||Aug 2009 - Feb 2010||< 1|
|Brookstone Securities, Inc.||Lakeland, FL||Oct 2008 - Jun 2009||< 1|
|Ing Financial Partners, Inc.||Columbia, MO||Aug 2008 - Oct 2008||< 1|
|Sepracor||Columbia, MO||Jun 2005 - Jul 2008||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2013|
|S63||Uniform Securities State Law Examination||Aug 2012|
Total Assets Under Management111MILLIONS
Total Number of Accounts1,038ACCOUNTS
Average Account Value$106,936
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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