Chad Erwin Colbert

Current Employers

Employment History

• 01/2013 → 11/2017
  Cetera Advisors Llc
  Denver, CO
• 11/2017 → 05/2025
  Ibn Financial Services Inc
  Liverpool, NY
• 05/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 05/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2021-07-02 → 2025-05-30
  Ibn Financial Services, Inc.
  Potsdam, NY
  Potsdam, NY
  Potsdam, NY
  Liverpool, NY
• 2012-02-15 → 2017-11-27
  Cetera Advisors Llc
  Webster, NY
  Potsdam, NY
• 2011-06-07 → 2012-02-13
  Invest Financial Corporation
  Amherst, NY
  Gouverneur, NY
  Malone, NY
  Fort Covington, NY
  Malone, NY
  Chateaugay, NY
• 2005-01-12 → 2007-01-16
  National Planning Corporation
  Calabasas, CA
  Calabasas, CA

Other Businesses

1) SUNY CANTON LECTURER, 34 Cornell Dr, Canton NY 13617, 04/2025, W2 Employee, NIR, 80 HR/MO, 80 HR/MO TRADING. 2) TOWN OF STOCKHOLM, 540 State Hwy 11c, Winthrop NY 13697, 04/2025, W2 Employee, NIR, 16 HR/MO, 16 HR/MO TRADING. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, 5/2025, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. 4) COLLEGE INVESTMENT CLUB, SUNY Canton, 34 Cornell Dr, Canton NY 13617, United States, 10/15/2025, Coach, Consulting/Coaching, NIR, 5 HR/MO - 20 HR/MO TRADING 5) COLBERT WEALTH MANAGEMENT DBA, 78 Market St, #2, Potsdam NY 13676, United States, 11/10/2025, Owner, DBA Name, NIR, 80 HR/MO - 80 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2004-01-07

Designations