Chad Tuneberg
Chad Tuneberg is a registered investment advisor at World Equity Group, INC., based in Rockford, IL, with 29 years of industry experience. Chad is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,151 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $75K | 0.47% |
| $75K - $750K | 0.42% |
| $750K+ | 0.35% |
Schedule includes the firm platform fee and tax overlay fee; third-party manager fees and representative fees are extra and negotiable. Accounts between $25k and $50k using the ETF Select model pay a flat 1.50% annual fee.
Fee Estimator
Location
Rockford, IL
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Regulatory History
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 is licensed to sell fixed and equity index annuities, though he doesn't currently use these products with clients. He also serves as an alderman for the City of Rockford, dedicating about 10-20% of his time, and is a non-voting board member for the Rockford Area Venues & Entertainment Authority (RAVE), spending minimal time.
Employment History
Current Registrations
World Equity Group, INC.
World Equity Group, INC.Broker
Previous Registrations
Waterstone Financial Group, INC.Broker
Re-Direct Securities CORPBroker
Abn Amro Financial Services, INC.Broker
Laughlin Group Advisors, INC.Broker
Fimco Securities Group, INC.Broker
Comerica SecuritiesBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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