Chad Fensler
Chad Fensler is a CFP, ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tigard, OR, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
6855 SW Baylor St, Tigard, OR, 97223
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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 owns several businesses, including Chad Fensler PC (S-Corp for ownership of Kruse Woods Financial Partners), Project 3.0 (LLC to purchase a building for financial planning), and Project Discovery LLC (to pay for brand expenses). Chad is also an agent recommending life insurance policies through FFP Insurance Services and an officer/treasurer for Koven Heights Home Owners Association, dedicating a few hours per week to each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
First Investors Advisory Services, LLC
First Investors CorporationBroker
State Registrations37 states
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