CS
CS

Chad Siddons

19 Years of Experience
Owensboro, KY
Broker

Chad Siddons is a registered investment advisor at Wells Fargo Advisors, based in Owensboro, KY, with 19 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

3121 Commonwealth Ct, Owensboro, KY, 42303

Get directions

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.

Learn about disclosures →
Other Business Activities

Chad holds a real estate license and owns 50% of BBC Capital Investment Group LLC, which holds real estate. He also owns 50% of two rental properties and 100% of Siddons Wealth Management LLC, dedicating full-time hours to the latter.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
June 2023 - Present · 2 yrs 11 mos
Wells Fargo Advisors
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
October 2014 - June 2023 · 8 yrs 8 mos
Wells Fargo Clearing Services, LLC
October 2014 - June 2023 · 8 yrs 8 mos
J.P. Morgan Securities LLCBroker
October 2012 - November 2014 · 2 yrs 1 mo
J.P. Morgan Securities LLC
October 2012 - November 2014 · 2 yrs 1 mo
Chase Investment Services CORP.
May 2010 - October 2012 · 2 yrs 5 mos
Chase Investment Services CORP.Broker
October 2006 - October 2012 · 6 yrs
State Registrations12 states
COFLGAILINKYMONCOHOKTNVA
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.