Chad Frantzen
Chad Frantzen is a CFP-designated registered investment advisor at Wealthbuilders Investments, based in Greenwood Village, CO, with 25 years of industry experience. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 249 clients with $120M 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 $1.0M | 1.50% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees may be negotiable at the sole discretion of the firm for accounts above $10,000,000.
Fee Estimator
Location
5600 S. Quebec St., Suite 130B, Greenwood Village, CO, 80111
Get directionsHistory
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 life and health insurance.
Employment History
Current Registrations
Wealthbuilders Investments
Previous Registrations
Cabin Securities, INC.Broker
Center Street Securities, INC.Broker
Great Point Capital LLCBroker
Wealthbuilders Investments
Mutual Securities, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations2 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.