CR
CFP · ChFC
CR
CFP · ChFC

Chad Rutar

28 Years of Experience
Omaha, NE
BrokerSells Insurance

Chad Rutar is a CFP, ChFC-designated registered investment advisor, based in Omaha, NE, with 28 years of industry experience.

Location

12801 Pierce St, Ste 300, Omaha, NE, 68144

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History

Regulatory 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.

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Other Business ActivitiesSells Insurance

Chad is an officer of Bluestone LLC, involved with rental property, and owns other rental properties. He also works as an agent/broker for Co-Op Insurance, R.F. Brokerage, and North Central DI, selling fixed insurance, and serves on the advisory board for Elkhorn School Foundation and as a director for Access Bank, dedicating minimal time to each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
July 2005 - August 2023 · 18 yrs 1 mo
Securian Financial Services, INC.Broker
July 2005 - August 2023 · 18 yrs 1 mo
Prudential Financial Planning Services
April 2001 - July 2005 · 4 yrs 3 mos
Pruco Securities, LLC.Broker
October 1997 - July 2005 · 7 yrs 9 mos
State Registrations30 states
ALARAZCACODCFLGAIAIDILKSMDMNMOMSNCNENMNVNYORPASCSDTXUTVAWAWI
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.
Chad Rutar - Financial Advisor | TrueAdvisor