CN
CFP
CN
CFP

Chad Norling

28 Years of Experience
BrokerSells Insurance

Chad Norling is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Bloomington, MN, with 28 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

4200 W Old Shakopee Rd Ste 245, Bloomington, MN, 55437

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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 is an advisory representative at Advisornet Financial Inc, doing fee-based financial planning and asset management. He also sells fixed life, annuities, and long-term care insurance with various companies, and is a partner at Executive Financial Services, Inc., spending full-time hours there.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 10 mos
Advisornet Wealth Partners
January 2014 - Present · 12 yrs 3 mos
Cetera Wealth Services, LLCBroker
September 1997 - Present · 28 yrs 7 mos
Previous Registrations
Cetera Advisor Networks LLC
January 2014 - June 2023 · 9 yrs 5 mos
State Registrations32 states
AKAZCACOFLGAIAILINMAMDMEMIMNMOMTNCNMNVNYOHOKORPASCSDTNTXVAWAWIWY
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.