CB
CB

Chad Bester

23 Years of Experience
Broker
Areas of Practice
Insurance PlanningEstate PlanningTax PlanningRetirement PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
150 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
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Location

8000 Norman Center Drive, Suite 630, Minneapolis, MN, 55437

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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 Activities

Chad has several investment-related activities, including ownership stakes in multiple restaurants and rental properties, and farmland. He also serves as Vice Chair of the Investment Committee for Hamline University, dedicating a few hours per week to this role.

Employment History
Current Registrations
Innovation Partners LLC
June 2023 - Present · 2 yrs 8 mos
Innovation Partners LLCBroker
June 2023 - Present · 2 yrs 8 mos
Elevation Point Wealth Partners, LLC
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2011 - July 2021 · 10 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - July 2021 · 10 yrs 6 mos
Wells Fargo Investments, LLC
July 2003 - January 2011 · 7 yrs 6 mos
Wells Fargo Investments, LLCBroker
September 2002 - January 2011 · 8 yrs 4 mos
State Registrations2 states
MNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Chad Bester - Financial Advisor | TrueAdvisor