Chad CosensCRD Number: 6035230
Current Firm: Hbw Advisory Services LLC
Chad Cosens (CRD# 6035230) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 4 years of experience in the finance industry.
Fried Asset Management, Inc.
Ira Wealth Management
|Compass Financial Advisors||Fort Scott, KS||Jan 2013 - Current||4|
|Hbw Advisory Services LLC||Simi Valley, CA||Aug 2012 - Current||4|
|Chad Cosens||Fort Scott, KS||Jul 2012 - Current||4|
|Hairbow Center||Fort Scott, KS||Jul 2012 - Current||4|
|Hbw Securities LLC||Simi Valley, CA||Feb 2012 - Dec 2012||< 1|
|Banwart Financial Group||Fort Scott, KS||Jan 2012 - Dec 2012||< 1|
|Ryerson||Kansas City, MO||Dec 2010 - Jul 2012||1|
|Cosens Architectural||Fort Scott, KS||Jul 2010 - Nov 2010||< 1|
|Unemployed||Fort Scott, KS||Jan 2010 - Nov 2010||< 1|
|Tubelite, Inc.||Walker, MI||Jul 2006 - Jan 2010||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2012|
|S65||NASAA Investment Advisors Law Examination||Aug 2012|
Total Assets Under Management241MILLIONS
Total Number of Accounts3,782ACCOUNTS
Average Account Value$63,681
- 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
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI
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