Chad Marvin Taake

Current Employers

Employment History

• 06/2004 → 12/2025
  Procter And Gamble
  Cincinatti, OH
• 05/2018 → Present
  Stone House Investment Management, Llc
  Tunkhannock, PA

Other Businesses

Chad Taake is a minority owner and manager of SHIM Midwest, LLC, an affiliated entity in which Stone House Investment Management, LLC maintains a controlling ownership interest. Start date 1/1/2026. Position: Member. Spends 20% of his time a month outside of trading hours. SHIM Midwest, LLC does not provide investment advisory services, does not enter into advisory agreements with clients, and does not receive advisory fees directly from clients. All investment advisory services are provided solely through Stone House Investment Management, LLC. Mr. Taake's involvement in SHIM Midwest, LLC relates to business and administrative activities associated with the entity; Chad Taake is the sole owner of CMT, LLC. This outside business acts as a sub-contracted entity of Stone House for the provision of investment advisory services to clients and other non-investment related business activities. Start date 1/20/2025. Position: Member. Spends 20% of his time a month outside of trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-06-04

Designations