Chad Fesler, financial advisor Cedar Rapids IA
93 score

Chad Fesler

CRD Number: 5520017
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis

Chad Fesler (CRD# 5520017) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Cedar Rapids, IA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of The West Cedar Rapids, IA Nov 2016 - Current 1
Bancwest Investment Services Cedar Rapids, IA Nov 2016 - Current 1
Tiaa Coralville, IA Jun 2014 - Oct 2016 2
Tiaa-cref Individual & Institutional Services, LLC Coralville, IA Jun 2014 - Oct 2016 2
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jan 2012 - May 2014 2
Cambridge Investment Research, Inc. Fairfield, IA Jun 2008 - May 2014 5
National Planning Corporation Santa Monica, CA Apr 2008 - Jun 2008 < 1
Act Iowa City, IA Mar 2008 - Jun 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2009
S65 NASAA Investment Advisors Law Examination Nov 2011
Contact Info for Chad A. Fesler
Phone Number: 800-338-3919
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    1,388
    MILLIONS
  • Total Number of Accounts
    7,387
    ACCOUNTS
  • Average Account Value
    $187,849
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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