CP
CP

Chad Pinegar

4 Years of Experience
Omaha, NE
Broker

Chad Pinegar is a registered investment advisor at Cetera Investment Advisers LLC, based in Omaha, NE, with 4 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

12801 Pierce Street SUITE 300, Omaha, NE, 68144

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History

Regulatory History
Clean regulatory record

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

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Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2024 - Present · 1 yr 7 mos
Cetera Wealth Services, LLCBroker
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
Pacific Select Distributors, LLCBroker
October 2020 - April 2023 · 2 yrs 6 mos
State Registrations1 state
NE
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.