CM
CM

Chad Molitor

29 Years of Experience
Murfreesboro, TN
2 DisclosuresBrokerSells Insurance

Chad Molitor is a registered investment advisor at LPL Financial LLC, based in Murfreesboro, TN, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

Loading...

Location

805 S Church St Suite 9, Murfreesboro, TN, 37130

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2004
Dismissed
Customer Dispute
January 2004
Settled
Other Business ActivitiesSells Insurance

Chad is a licensed insurance agent selling life, long-term care, and health insurance, dedicating a few hours per week. He also operates under several DBAs for his LPL business, including Ruckart Associates Inc., RAI Advisors, and Molitor Wealth Management, spending a significant amount of time on these activities.

Employment History
Current Registrations
LPL Financial LLC
March 2019 - Present · 7 yrs 2 mos
LPL Financial LLCBroker
February 2018 - Present · 8 yrs 3 mos
Previous Registrations
Invest Financial CorporationBroker
August 2006 - February 2018 · 11 yrs 6 mos
Transamerica Financial Advisors, INC.Broker
September 1996 - August 2006 · 9 yrs 11 mos
State Registrations11 states
ALFLGAKYMEMIMNNCTNTXWI
AdvisorBrokerBoth

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
No exam information available for this advisor.