Chad Boaz is a registered investment advisor at Ameriprise Financial Services, LLC, based in Chanute, KS, with 21 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
424 W 14th St, Chanute, KS, 66720-2878
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chad owns multiple real estate properties and Boaz Enterprises, LLC, which he manages. He also serves on the board of directors and as treasurer for Boaz, dedicating a few hours per week to these roles.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Edward JonesBroker
Edward Jones
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Resources Investment Advisors INC
United Planners' Financial Services of America a Limited PartnerBroker
State Registrations15 states
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