Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
172 advisors
Number of Clients
2,942 clients
Average Client Portfolio
$271K average
Assets Under Management
$798.1M

Fee Structure

Minimum Investment:$25K
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Location

Olathe, KS

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Chad works as an investment advisor at Hartman Financial, dedicating about 10-20% of his time to this role. He also serves as the Chief Operating Officer at LTA Manufacturing, overseeing operating activities for a truck accessory business, which takes more than full-time hours.

Employment History
Current Registrations
Berthel Fisher & Company Financial Services, INC.
March 2006 - Present · 19 yrs 11 mos
Berthel, Fisher & Company Financial Services, INC.Broker
February 2006 - Present · 20 yrs
State Registrations4 states
COKSMOVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.