CG
CG

Chad William Golseth

29 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
28 advisors
Number of Clients
1,380 clients
Average Client Portfolio
$308K average
Assets Under Management
$425.0M

Fee Structure

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Location

6513 Colleyville Blvd., Suite 200, Colleyville, TX, 76034

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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 ActivitiesSells Insurance

Chad owns The Chad Golseth Agency, Inc. (DBA Chadwick Financial) where he sells insurance, dedicating about half his time. He is also involved with his wife's property and casualty insurance agency as a board member and conducts investment-related workshops and seminars, as well as working as an IAR for Retirement Wealth Advisors.

Employment History
Current Registrations
Chadwick Financial
October 2025 - Present · 4 mos
Triad Wealth Partners, LLC
February 2025 - Present · 1 yr
Previous Registrations
World Equity Group, INC.Broker
June 2019 - January 2022 · 2 yrs 7 mos
Taylor Capital Management INC.Broker
September 2015 - July 2019 · 3 yrs 10 mos
Brookstone Wealth Advisors, LLC
February 2014 - May 2025 · 11 yrs 3 mos
Global Financial Private Capital, LLC
January 2013 - February 2014 · 1 yr 1 mo
G.F. Investment Services, LLCBroker
January 2013 - September 2013 · 8 mos
Allstate Financial Services, LLCBroker
February 2005 - December 2012 · 7 yrs 10 mos
Wachovia Securities, LLCBroker
July 2003 - December 2004 · 1 yr 5 mos
Prudential Securities IncorporatedBroker
August 2000 - July 2003 · 2 yrs 11 mos
A. G. Edwards & Sons, INC.Broker
June 1998 - August 2000 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1996 - June 1998 · 2 yrs
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.