Chad Schiel
CRD Number: 5706184Current Firm: Independent Financial Group, LLC
Compensation Model: Both
Chad Schiel is an independent financial planner providing services in Orange County California. As an independent financial advisor free from sales quotas and corporate agendas, he takes the time needed in providing his clients with the best customer service, investments and solutions found anywhere. Are you working with a service provider like Schiel Wealth Management? Perhaps it’s time you start.
Mission Statement
Offer tailored, personalized financial solutions for individual investors and business owners by utilizing goal orientated planning, a diversified conservative investment strategy and uncompromising service.
Community Involvement:
Chad is an avid fly fisherman and enjoys volunteering with the Boy Scouts of America, and other youth organizations where he can share his passion for the outdoors with others. He is also an active member of the Exchange Club of San Clemente and the Marine Corps League.
Family:
Chad grew up in Yuma, a small farming community in Northeastern Colorado. His wife of eleven years, Jackie is a lifelong resident of Orange County, a Registered Nurse and enjoys volunteering at the local animal shelter. They reside in Mission Viejo with their growing family.
For more information on Chad's battle with lung cancer, work history and practice, read the Q&A Article from the Orange County Register.
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Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Financial Group | San Clemente, CA | Feb 2012 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2009 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management6,751MILLIONS
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Total Number of Accounts30,369ACCOUNTS
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Average Account Value$222,295
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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- 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)
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, VT, WA, WI, WV, WY
Chad Schiel is a Registered Representative offering securities and advisory services through Independent Financial Group, LLC, a registered broker-dealer and investment advisor. Member FINRA and SIPC. Office of Supervisory Jurisdiction: 9911 Irvine Center Drive, Suite 100, Irvine, CA 92618-4329. Independent Financial Group and Schiel Wealth Management are not affiliated entities. California Insurance License #0G82354. Licensed to sell securities in the following states: CA, MT, SC.
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