CO
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
143 advisors
Number of Clients
7,497 clients
Average Client Portfolio
$31.8M average
Assets Under Management
$238.6B
Fee Structure
This brochure does not explicitly state a fee table or AUM fee structure. Therefore, no specific fee information can be provided.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning
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Advisor Information
Office location
206 Minnetonka Ave. South, Wayzata, MN, 55391
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Chad works as an investment advisor at Sageview Advisory Group, dedicating full-time hours to general investment and financial planning. He also works as an insurance agent selling life insurance with various companies, spending minimal time on this activity, and owns rental real estate.
Employment History
Current Registrations
Sageview Advisory Group, LLC
November 2019 - Present · 6 yrs 2 mos
Previous Registrations
Cetera Advisor Networks LLCBroker
January 2020 - July 2022 · 2 yrs 6 mos
RBC Capital Markets, LLC
November 2016 - December 2019 · 3 yrs 1 mo
RBC Capital Markets, LLC Broker
November 2016 - December 2019 · 3 yrs 1 mo
State Registrations4 states
IAMIMNWI
Advisor
Exams
No exam information available for this advisor.