Chad Taake (CRD# 6952090) is an Investment Advisor Representative working at Stone House Investment Management, LLC in Tunkhannock, PA and has over 5 years of experience in the finance industry. Chad Taake 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# 1667988
Trustmont Advisory Group, Inc.
CRD# 1620029
Blackridge Asset Management, LLC
CRD# 1040390
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stone House Investment Management, LLC | Tunkhannock, PA | May 2018 - Current | 5 |
| Procter And Gamble | Cincinatti, OH | Apr 2008 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2018 |
- OH
- PA
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Total Assets Under Management545MILLIONS
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Total Number of Accounts2,072ACCOUNTS
-
Average Account Value$262,796
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
CO, DE, FL, MD, MO, NC, NY, OH, PA, TX, WV
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