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Chase Netusil

4 Years of Experience
Ankeny, IA
Broker

Chase Netusil is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ankeny, IA, with 4 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1360 SW Park Square, Ste 106, office 12/14, Ankeny, IA, 50023

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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

Chase is an associate/employee and financial advisor at Netusil Financial Services, Inc. This takes about half of Chase's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2021 - Present · 4 yrs 9 mos
Raymond James Financial Services, INC.Broker
March 2021 - Present · 5 yrs 2 mos
State Registrations8 states
AZFLIALAMOSCTXWI
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.
Chase Netusil - Financial Advisor | TrueAdvisor