Chad Henry
Chad Henry is a CFP-designated registered investment advisor at UBS Financial Services INC., based in Oakbrook Terrace, IL, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1,134,581 clients with $810B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
UBS Financial Services Inc. offers financial planning services for a fee, with costs ranging from $500 to $50,000, though most clients pay between $1,000 and $10,000. Fees exceeding $50,000 but not more than $100,000 may be permitted for complex situations involving relationships with a net worth of $100 million or more. The fees are negotiable and may vary based on the range of services selected, the scope of the engagement, the complexity of the services, the nature and amount of client assets involved, and the financial advisor's business model.
Location
1 Tower Lane-Ste 1700, Oakbrook Terrace Tower, Oakbrook Terrace, IL, 60181
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Regulatory History (1)
Judgment / Lien
July 2025Other Business Activities
Chad is a partner in American Storage LLC, involved in rental real estate, dedicating minimal time. He is also a 50% partner in Skyline Rentals LLC, owning residential and commercial rental properties, spending a few hours per week. Additionally, Chad serves as a board member and coach for Aurora Christian Schools.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Sigma Financial CorporationBroker
Spc
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Ameriprise Advisor Services, INC.
H&r Block Financial Advisors, INC.Broker
Edward JonesBroker
State Registrations19 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.