Chad Belitz (CRD# 4283473) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sioux Falls, SD and has over 23 years of experience in the finance industry. Chad Belitz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5588123
Compass Financial Group, Inc.
CRD# 6868599
Cwm, LLC
CRD# 2610909
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Sioux Falls, SD | Mar 2020 - Current | 4 |
| Chad Belitz | Sioux Falls, SD | Nov 2017 - Current | 6 |
| Chad & Beth Belitz | Sioux Falls, SD | Sep 2016 - Current | 7 |
| Glory House | Sioux Falls, SD | Sep 2012 - Current | 11 |
| Various Insurance Carriers | Sioux Falls, SD | Jan 2001 - Current | 23 |
| Ameriprise Financial Services Inc. | Sioux Falls, SD | Oct 2018 - Mar 2020 | 1 |
| Waddell & Reed, Inc. | Sioux Falls, SD | Sep 2000 - Oct 2018 | 18 |
| Air National Guard | Sioux Falls, SD | Feb 2017 - Jul 2017 | < 1 |
| Ideal Travel Concepts | Cordova, TN | Aug 1998 - Aug 2014 | 16 |
| Global Travel International | Maitland, FL | Jan 1998 - Aug 2014 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2001 |
- SD
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
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- Publication of periodicals or newsletters
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