Chad Evan Fensler

Current Employers

Employment History

• 05/2014 → Present
  Raymond James Financial Services, Inc.
  Tigard, OR
• 05/2014 → Present
  Raymond James Financial Services Advisors Inc.
  Tigard, OR

Previous Registrations

• 2012-09-05 → 2014-05-05
  Foresters Advisory Services, Llc
  Beaverton, OR

Other Businesses

(1)Name of Business: Chad Fensler PC Address: 6855 Baylor St., Tigard, OR, 97223, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/09/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of PC as a means to interact with Kruse Woods Financial Partners. (2)Name of Business: Chad Fensler PC Address: 6855 SW Baylor St., Tigard, OR, 97223, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 05/05/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I have a S-Corp set up for ownership purposes of Kruse Woods Financial Partners along with expenses associated with my advisory business. (3)Name of Business: FFP Insurance Services Address: 6855 SW Baylor St., Tigard, OR, 97223, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 06/30/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Recommending Life Insurance policies. (4)Name of Business: Koven Heights Home Owners Association Address: 14263 SW Koven Ct, Tigard, OR, 97224, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 09/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Provide payment to vendors related to home owner association. (5)Name of Business: Kruse Woods FInancial Partners Address: 6855 SW Baylor St., Tigard, OR, 97223, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/05/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor, RJFS (6)Name of Business: Project 3.0 Address: 6855 Baylor Rd, Tigard , OR, 97223, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 08/25/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Formed a LLC to purchase a building that we can use for our financial planning business. (7)Name of Business: Project Discovery LLC Address: 6855 SW Baylor St., Tigard, OR, 97223, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/03/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Project Discovery is a LLC that we use to pay for expenses associated with our branch. Kruse Woods Financial Partners is a DBA for Project Discovery.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-07-10
• S63 Uniform Securities Agent State Law Examination
  2000-01-11

Designations