TrueAdvisor
TrueAdvisor
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Chad S Lay

Trustage Investment Management
26 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Trustage Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
363 clients
Average Client Portfolio
$102.6M average
Assets Under Management
$37.3B

Fee Structure

Financial Planning:Investment management only

Location

5910 Mineral Point Rd, Madison, WI, 53705

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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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Employment History
Current Registrations
Trustage Investment Management
October 2012 - Present · 13 yrs 4 mos
CUNA Brokerage Services, INC.
May 2011 - Present · 14 yrs 9 mos
CUNA Brokerage Services, INC.Broker
May 2011 - Present · 14 yrs 9 mos
Previous Registrations
CUNA Brokerage Services, INC.
May 2011 - October 2019 · 8 yrs 5 mos
CUNA Brokerage Services, INC.
April 2007 - May 2011 · 4 yrs 1 mo
CUNA Brokerage Services, INC.Broker
November 1999 - May 2011 · 11 yrs 6 mos
State Registrations11 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.