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Inactive

Chad William Golseth

Chadwick Financial

Colleyville, TX

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Current Employers
Chadwick Financial

6513 Colleyville Boulevard Suite 200, Colleyville, TX 76034 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2026-02-19
TX RA APPROVED 2025-10-07
  • LA RA
    APPROVED
    Since 2026-02-19
  • TX RA
    APPROVED
    Since 2025-10-07

Branch Locations

6513 Colleyville Boulevard Suite 200, Colleyville, TX 76034 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brookstone Wealth Advisors, Llc Dba Retirement Wealth Advisors Jenison MI 02/2014 05/2025
The Chad Golseth Agency, Inc. Bedford TX 11/2014 Present
Tcm Securities,Inc Woodstock GA 08/2015 06/2019
Elite Resource Team Bedford TX 04/2019 06/2021
American Retirement Institute Kennesaw GA 04/2019 12/2021
World Equity Group Arlington Heights IL 06/2019 12/2021
Triad Wealth Partners Lawrence KS 02/2025 06/2026
The Chad Golseth Agency, Inc. Dba Chadwick Financial Colleyville TX 06/2025 Present
The Golseth Agency, Inc. Colleyville TX 12/2012 Present
  • 02/2014 → 05/2025
    Brookstone Wealth Advisors, Llc Dba Retirement Wealth Advisors
    Jenison, MI
  • 11/2014 → Present
    The Chad Golseth Agency, Inc.
    Bedford, TX
  • 08/2015 → 06/2019
    Tcm Securities,Inc
    Woodstock, GA
  • 04/2019 → 06/2021
    Elite Resource Team
    Bedford, TX
  • 04/2019 → 12/2021
    American Retirement Institute
    Kennesaw, GA
  • 06/2019 → 12/2021
    World Equity Group
    Arlington Heights, IL
  • 02/2025 → 06/2026
    Triad Wealth Partners
    Lawrence, KS
  • 06/2025 → Present
    The Chad Golseth Agency, Inc. Dba Chadwick Financial
    Colleyville, TX
  • 12/2012 → Present
    The Golseth Agency, Inc.
    Colleyville, TX
Previous Registrations
Other Businesses

1) THE CHAD GOLSETH AGENCY, INC, DBA CHADWICK FINANCIAL, INVESTMENT RELATED. COLLEYVILLE, TEXAS START DATE: 11/2014. OWNER/PRESIDENT - INSURANCE SALES, APPROX. HRS/MO: 100. APPROX. HRS/MO DURING SECURITIES TRADING: 85. 2) THE GOLSETH AGENCY, 2128 PARKWOOD DRIVE, BEDFORD, TX. 76021. INVESTMENT RELATED: NO; START DATE: 12/2012; PROPERTY & CASUALTY INSURANCE AGENCY OWNED BY WIFE; POSITION AS BOARD MEMBER; 0 HOURS PER MONTH; NO COMPENSATION. 3) BUFFALO MARKETING INC. BEDFORD, TX; MARKETING ACTIVITY; CO-OWNER; SPENDS LESS THAN 10% OF TIME PER MONTH ON ACTIVITY.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-07-31
S63 Uniform Securities Agent State Law Examination 1996-07-12
  • S65 Uniform Investment Adviser Law Examination
    1996-07-31
  • S63 Uniform Securities Agent State Law Examination
    1996-07-12
Other Names
  • Chad W Golseth

View on SEC IAPD

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