Chad Lewis (CRD# 5983110) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Oak Brook, IL and has over 12 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Dec 2017 - Current | 6 |
| Chad Mcquade | Oak Brook, IL | Sep 2017 - Current | 6 |
| Northwestern Mutual Investment Services LLC | Oak Brook, IL | Sep 2017 - Current | 6 |
| Chad Mcquade | Oak Brook, IL | Sep 2017 - Sep 2017 | < 1 |
| Unemployed | San Francisco, CA | Jul 2017 - Aug 2017 | < 1 |
| William Richardson | San Francisco, CA | Oct 2014 - Jun 2017 | 2 |
| Alex Rosenblatt | San Francisco, CA | Oct 2014 - Jun 2017 | 2 |
| Northwestern Mutual Investment Services LLC | San Francisco, CA | May 2013 - Jun 2017 | 4 |
| Northwestern Mutual Life Insurance Company | Boulder, CO | Jul 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2011 |
- IL
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Other
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
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