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Chad Alan Looman

Edward Jones

Springville, UT

CRD 7138927

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-02-24
UT RA APPROVED 2019-08-20
  • TX RA
    APPROVED_RES
    Since 2022-02-24
  • UT RA
    APPROVED
    Since 2019-08-20

Branch Locations

560 S Main St Suite 2, Springville, UT 84663 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 06/2019 Present
Looman Events / Date Night For 2 Orem UT 07/2015 10/2017
Young Living Essential Oils American Fork UT 10/2017 04/2019
  • 06/2019 → Present
    Edward Jones
    St Louis, MO
  • 07/2015 → 10/2017
    Looman Events / Date Night For 2
    Orem, UT
  • 10/2017 → 04/2019
    Young Living Essential Oils
    American Fork, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-17
  • S66 Uniform Combined State Law Examination
    2019-08-17

View on SEC IAPD

Nearby Firms

CENTAURUS FINANCIAL, INC.
J. W. COLE ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

RYAN ANDREW LUNDQUIST
Richard Warren Bird
KOY DAVID JASPERSON

Nearby Offices

CENTAURUS FINANCIAL, INC. · SPRINGVILLE, UT
J. W. COLE ADVISORS, INC. · Springville, UT
STATE FARM INVESTMENT MANAGEMENT CORP. · Springville, UT

More in Springville, UT

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