Chad J Williams

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 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

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Richardson, TX
• 03/2020 → 10/2024
  Ameriprise Financial Services, Llc
  Richardson, TX
• 10/2024 → Present
  Ameriprise Financial Services, Llc
  Allen, TX

Previous Registrations

• 2003-03-14 → 2024-10-16
  Ameriprise Financial Services, Llc
  Richardson, TX
  Richardson, TX
  Allen, TX

Other Businesses

Other Business Activities; Oil and Gas Royalties; Various mineral interest across the state of Oklahoma that provide me with a non-working interest royalty paid each month.; 918 Panorama Dr., , Allen, TX, 75013; Not Investment-Related; 01/01/1986; 0 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2002-08-12

Designations

• Certified Financial Planner

Other Names

• Chad J Williams
• Chad Williams