Chad Tuneberg is a registered investment advisor at World Equity Group, INC., based in Rockford, IL, with 28 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 3,151 clients with $940M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WEG offers several investment management programs, each with its own fee structure. These programs include Compass Asset Management, Customized Asset Management Programs, RBC Advisor Program, Schwab Advisor Program, Adhesion Money Management Program, and Reps Choice Money Management Program. Fees are based on the value of your investments and are negotiable. You can end your advisory contract at any time and receive a refund for the unused portion of your fees.
Location
Rockford, IL
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Regulatory History
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 ActivitiesSells Insurance
Chad is licensed to sell fixed and equity index annuities, though he doesn't currently use these products with clients. He also serves as an alderman for the City of Rockford, dedicating about 10-20% of his time, and is a non-voting board member for the Rockford Area Venues & Entertainment Authority (RAVE), spending minimal time.
Employment History
Current Registrations
World Equity Group, INC.
World Equity Group, INC.Broker
Previous Registrations
Waterstone Financial Group, INC.Broker
Re-Direct Securities CORPBroker
Abn Amro Financial Services, INC.Broker
Laughlin Group Advisors, INC.Broker
Fimco Securities Group, INC.Broker
Comerica SecuritiesBroker
State Registrations10 states
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.