Chad Terry, financial advisor Des Moines IA

Chad Terry

CRD Number: 3112718
Current Firm: Legacy Financial Group

Chad Terry (CRD# 3112718) is an Investment Advisor Representative working at Legacy Financial Group in Des Moines, IA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Brokers International Financial Services Des Moines, IA Sep 2020 - Current 3
Legacy Financial Group Des Moines, IA Sep 2020 - Current 3
Ameriprise Financial Services, Inc. Lincoln, NE Jun 2017 - Aug 2020 3
Blackrock Investments, LLC Plainsboro, NJ Mar 2011 - Apr 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S65 NASAA Investment Advisors Law Examination Dec 2006
Contact Info for Chad W. Terry
Phone Number: 515-255-3306
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    726
    MILLIONS
  • Total Number of Accounts
    3,807
    ACCOUNTS
  • Average Account Value
    $190,773
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, IA, IL, KS, LA, MN, MO, NC, NE, NH, OR, TX, VA, WA, WI

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