Chad A Troester

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 04/2015 → 06/2018
  Mutual Of Omaha
  Omaha, NE
• 06/2018 → 06/2024
  Thrivent
  Omaha, NE
• 06/2024 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2018-06-26 → 2024-05-24
  Thrivent Investment Management Inc.
  Omaha, NE
• 2015-05-07 → 2018-06-21
  Mutual Of Omaha Investor Services, Inc.
  Omaha, NE
• 2011-11-28 → 2014-05-19
  Equitable Advisors, Llc
  Omaha, NE
• 2010-12-21 → 2011-11-09
  Spc
  Fremont, NE
• 2008-04-11 → 2010-12-20
  Mutual Of Omaha Investor Services, Inc.
  Omaha, NE
  Fremont, NE
  Omaha, NE
• 2002-08-21 → 2008-02-04
  Mml Investors Services, Llc
  Omaha, NE
  Omaha, NE

Other Businesses

AXA Paris, 75 Start date: 1/1/2014 Hours per week: 0 Hours during trading: 0 0 * MassMutual Springfield, MA Start date: 1/2/2006 Hours per week: 0 Hours during trading: 0 0 * Midland National Sioux Falls, SD Start date: 1/2/2012 Hours per week: 0 Hours during trading: 0 0 * Quacker Jack Cards & Collectibles Type of business: Card & collectible sales Papillion, NE Start date: 4/20/2026 Owner Hours per week: 6 Hours during trading: 0 I own and operate a trading card and collectibles selling organization. I attend collectible shows and sell cards and collectibles at a booth. I also sell occasionally on-line. *

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-07-25
• S63 Uniform Securities Agent State Law Examination
  1996-07-10

Other Names

• Chad Troester
• Chad Aaron Troester