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Chad Krahn

16 Years of Experience
Spokane Valley, WA
Broker

Chad Krahn is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Spokane Valley, WA, with 16 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

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Location

12939 E Pinecroft Way, Suite 200, Spokane Valley, WA, 99216

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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 is a finance committee member and general club member of the Kiwanis Club of Coeur D Alene since 2016. He dedicates minimal time to this non-investment related activity.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
November 2021 - Present · 4 yrs 6 mos
Northwestern Mutual Investment Services, LLCBroker
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
D.A. Davidson & CO.
May 2015 - April 2021 · 5 yrs 11 mos
D.A. Davidson & CO.Broker
May 2015 - April 2021 · 5 yrs 11 mos
Edward JonesBroker
October 2010 - April 2015 · 4 yrs 6 mos
Edward Jones
October 2010 - April 2015 · 4 yrs 6 mos
Raymond James Financial Services Advisors, INC
May 2009 - June 2010 · 1 yr 1 mo
Raymond James Financial Services, INC.Broker
March 2009 - June 2010 · 1 yr 3 mos
State Registrations16 states
AKAZCACOFLIDMAMOMTORPATXUTVAVTWA
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.
Chad Krahn - Financial Advisor | TrueAdvisor