Chase Thomas Wietfeld

308 West Rosemary Street Suite 301, Chapel Hill, NC 27516 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2025-10-22

Branch Locations

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

Organization	City	State	From	To
D.A. Davidson	Durham	NC	03/2021	07/2024
Mutual Of Omaha	Omaha	NE	08/2019	03/2021
Rochford Construction	Torrance	CA	02/2019	08/2019
Attorney General's Office Of The State Of Nebraska	Lincoln	NE	10/2018	01/2019
Hudl	Lincoln	NE	08/2017	10/2018
The Bar	Lincoln	NE	06/2017	01/2019
Platte Valley Bank	North Bend	NE	05/2017	08/2017
Farm Bureau Financial Services	Lincoln	NE	12/2016	05/2017
University Of Nebraska-Lincoln	Lincoln	NE	01/2016	12/2018
Atlantic Private Wealth	Chapel Hill	NC	08/2024	Present

03/2021 → 07/2024

D.A. Davidson

Durham, NC
08/2019 → 03/2021

Mutual Of Omaha

Omaha, NE
02/2019 → 08/2019

Rochford Construction

Torrance, CA
10/2018 → 01/2019

Attorney General's Office Of The State Of Nebraska

Lincoln, NE
08/2017 → 10/2018

Hudl

Lincoln, NE
06/2017 → 01/2019

The Bar

Lincoln, NE
05/2017 → 08/2017

Platte Valley Bank

North Bend, NE
12/2016 → 05/2017

Farm Bureau Financial Services

Lincoln, NE
01/2016 → 12/2018

University Of Nebraska-Lincoln

Lincoln, NE
08/2024 → Present

Atlantic Private Wealth

Chapel Hill, NC

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-10-22
S63	Uniform Securities Agent State Law Examination	2023-06-20

Other Firms