Inactive

Chad Douglas Nolte

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Current Employers

Model Wealth

Wheaton, IL • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-06-04
CO	RA	APPROVED	2026-04-06
IL	RA	APPROVED	2026-04-06

FL RA
APPROVED

Since 2026-06-04
CO RA
APPROVED

Since 2026-04-06
IL RA
APPROVED

Since 2026-04-06

Branch Locations

Wheaton, IL • United States

Naperville, IL • 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

Organization	City	State	From	To
Pennant Planning	Downers Grove	IL	07/2025	Present
Topco Associates, Llc.	Itasca	IL	01/2024	02/2025
Rsm Us Llp	Chicago	IL	07/2018	06/2023
Cnh Industrial	Racine	WI	05/2017	08/2017
Walgreens	Dekalb	IL	08/2007	04/2018
Sabbatical	Carpentersville	IL	07/2023	12/2023
Sabbatical	Naperville	IL	03/2025	06/2025

07/2025 → Present

Pennant Planning

Downers Grove, IL
01/2024 → 02/2025

Topco Associates, Llc.

Itasca, IL
07/2018 → 06/2023

Rsm Us Llp

Chicago, IL
05/2017 → 08/2017

Cnh Industrial

Racine, WI
08/2007 → 04/2018

Walgreens

Dekalb, IL
07/2023 → 12/2023

Sabbatical

Carpentersville, IL
03/2025 → 06/2025

Sabbatical

Naperville, IL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-03-06

S65 Uniform Investment Adviser Law Examination

2026-03-06

View on SEC IAPD

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