CN
CFP
CN
CFP

Chad Niel Norling

28 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10087 advisors
Number of Clients
584,487 clients
Average Client Portfolio
$280K average
Assets Under Management
$163.8B

Fee Structure

Minimum Investment:$5K
Loading...

Location

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

Get directions

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.

Learn about disclosures →
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 8 mos
Advisornet Wealth Partners
January 2014 - Present · 12 yrs 1 mo
Cetera Wealth Services, LLCBroker
September 1997 - Present · 28 yrs 5 mos
Previous Registrations
Cetera Advisor Networks LLC
January 2014 - June 2023 · 9 yrs 5 mos
State Registrations32 states
AKAZCACOFLGAIAILINMAMDMEMIMNMOMTNCNMNVNYOHOKORPASCSDTNTXVAWAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Chad Niel Norling - Financial Advisor | TrueAdvisor