CO
CO

Chad Kennedy Olson

9 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
143 advisors
Number of Clients
7,497 clients
Average Client Portfolio
$31.8M average
Assets Under Management
$238.6B

Fee Structure

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Location

206 Minnetonka Ave. South, Wayzata, MN, 55391

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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 works as an investment advisor at Sageview Advisory Group, dedicating full-time hours to general investment and financial planning. He also works as an insurance agent selling life insurance with various companies, spending minimal time on this activity, and owns rental real estate.

Employment History
Current Registrations
Sageview Advisory Group, LLC
November 2019 - Present · 6 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLCBroker
January 2020 - July 2022 · 2 yrs 6 mos
RBC Capital Markets, LLC
November 2016 - December 2019 · 3 yrs 1 mo
RBC Capital Markets, LLCBroker
November 2016 - December 2019 · 3 yrs 1 mo
State Registrations4 states
IAMIMNWI
Advisor
Exams
No exam information available for this advisor.