Chad P Tramp

Employer firm

Mariner Independent CRD 305418

$7.34B regulatory AUM 47 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2000 → 02/2022
  Rsm Us Wealth Management Llc
  Des Moines, IA
• 04/2023 → Present
  Dvmfo
  Des Moines, IA
• 04/2025 → Present
  Mariner Platform Solutions
  Overland Park, KS
• 04/2025 → Present
  Xmc Wealth Management
  Des Moines, IA
• 02/2022 → 04/2023
  Choreo Advisors
  Des Moines, IA

Previous Registrations

• 2000-05-05 → 2023-03-31
  Choreo, Llc
  Des Moines, IA
  Rockford, IL

Other Businesses

XMC Wealth Management; Investment related, Des Moines, IA, Offering investment services through Mariner Platform Solutions, start date: 04/2025, 80 hours per month during securities trading hours. DVMFO LLC: Investment related, Des Moines IA. Single Family Office. President. Start date of April 2023. 80 hours per month including 80 hours per month during securities trading hours. Duties: Manage family office activities, oversee outside money managers, work with the family regarding overall investment allocation, estate planning, income tax planning and cash flow planning.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-08-12

Designations

• Certified Financial Planner