CD
CD
Chad Davey
22 Years of Experience
Saint Cloud, MN
1 DisclosureBroker
Chad Davey is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Saint Cloud, MN, with 22 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1140 advisors
IM Fee
Planning only
Assets Under Management
$1.5B
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
27 N 33rd Ave, Saint Cloud, MN, 56303
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2014Denied
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 3 mos
Previous Registrations
U.S. Bancorp Investments, INC.
August 2011 - February 2026 · 14 yrs 6 mos
U.S. Bancorp Investments, INC.Broker
August 2011 - February 2026 · 14 yrs 6 mos
Edward Jones
September 2007 - August 2011 · 3 yrs 11 mos
Edward JonesBroker
July 2004 - August 2011 · 7 yrs 1 mo
Quest Capital Strategies, INC.Broker
March 2004 - July 2004 · 4 mos
State Registrations22 states
ALAZCACOFLIAILINKSLAMAMNNDNEOKORSCSDTXWAWIWY
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.