About

"I have seen some of the best and worst that this world can throw, and it’s for this reason that I am so passionate about helping others. My personal story includes beating lung cancer, fighting terrorism in Iraq, starting a small business, and earning my MBA, all before the age of 30. These life experiences, my education and leadership skills bring a confident approach and warmhearted understanding to personal client advising not commonly found in other financial advisors." - Chad Schiel

Firm Information

FirmSchiel Wealth Management
PositionComprehensive Wealth Manager / Financial Advisor
Agency Typeria
Firm CRD#7717
About Firm
Offering tailored, personalized financial solutions for individual investors and business owners by utilizing goal orientated planning, a diversified conservative investment strategy and uncompromising service.
Firm Location

Professional Details

Advisor CRD#5706184
Fiduciary Yes — acts in your best interest
CompensationFee-Based
Designations
Registered Investment Advisor
Licenses
Series 66Series 7

Company Profile

Company Size
Est. 2010
Resources

Practice Focus

Specialties
  • Financial Planning 40%
  • Life and Disability Insurance 40%
  • Investment Counseling 20%
Preferred Client Type
  • Baby Boomers 20%
  • High Net-Worth Individuals 20%
  • Individuals 20%
  • Retirees 20%
  • Entrepreneurs 20%

Education

Education
Boston University
Regis University

About Me

Hobbies & Interests
CampingCoachingFishingHikingVolunteering
Community Involvement

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