Chad Bouma
Chad Bouma is a registered investment advisor at Cetera Investment Advisers LLC, based in Everson, WA, with 24 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3640 Siper Lane, Everson, WA, 98247
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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 a member of Northwest Capital Management LLC, a financial services and insurance business, but dedicates minimal time to it. He also works as a general laborer for Hillco Contracting (about a few hours per week) and as a laborer for Fullner Food Service Contracting LLC (minimal time).
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Pacific West Securities, INC.Broker
Pacific West Financial Consultants INC
Sii Investments, INC.
Sii Investments, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations2 states
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