Chad Boreman, financial advisor Wooster OH

Chad Boreman

CRD Number: 2846995
Current Firm: Stratos Wealth Partners, Ltd

Chad Boreman (CRD# 2846995) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Wooster, OH and has over 26 years of experience in the finance industry.

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Stifel, Nicolaus & Company, Incorporated
Company Name Location Dates Years
Lpl Financial LLC Wooster, OH Dec 2011 - Current 12
Stratos Wealth Partners Ltd Wooster, OH Dec 2011 - Current 12
Minnesota Mutual St. Paul, MN Nov 1996 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
S65 NASAA Investment Advisors Law Examination Apr 1999
Contact Info for Chad M. Boreman
By the Numbers
  • Total Assets Under Management
    10,316
    MILLIONS
  • Total Number of Accounts
    33,863
    ACCOUNTS
  • Average Account Value
    $304,647
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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