Chad Patrick Rice

Employer firm

Advanced Capital Group CRD 109673

$30.0B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 02/2017 → 06/2018
  Journey Capital Advisers, Llc
  Highlands Ranch, CO
• 07/2016 → 05/2017
  Independent Fixed Income Consultant
  Minneapolis, MN
• 11/2015 → 01/2020
  Minnesota Society Of Municipal Analysts
  Minneapolis, MN
• 10/2016 → Present
  Advanced Capital Group
  Minneapolis, MN

Previous Registrations

• 2017-05-08 → 2018-07-02
  Journey Capital Advisers, Llc
  Littleton, CO

Other Businesses

Ledgerwerks, LLC - Non Investment Related - Software development consulting and book keeping - 0 hours per month

Designations

• Chartered Financial Analyst