Chad Clinton Boudreau

Current Employers

Mml Investors Services, Llc

1295 State Street, Springfield, MA 01111-0001 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2018-09-10
LA	RA	APPROVED	2018-08-02

TX RA
APPROVED

Since 2018-09-10
LA RA
APPROVED

Since 2018-08-02

Branch Locations

205 Fairburn Ave Suite A, Benton, LA 71006 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Northwestern Mutual Investment Services, Llc	Shreveport	LA	08/2010	01/2017
Northwestern Mutual Life Insurance Company	Milwaukee	WI	06/2010	01/2017
Northwestern Mutual Wealth Management Company	Milwaukee	WI	02/2016	01/2017
Mml Investors Services, Llc	Benton	LA	03/2017	Present
Massmutual Life Insurance Co	Benton	LA	01/2017	Present

08/2010 → 01/2017

Northwestern Mutual Investment Services, Llc

Shreveport, LA
06/2010 → 01/2017

Northwestern Mutual Life Insurance Company

Milwaukee, WI
02/2016 → 01/2017

Northwestern Mutual Wealth Management Company

Milwaukee, WI
03/2017 → Present

Mml Investors Services, Llc

Benton, LA
01/2017 → Present

Massmutual Life Insurance Co

Benton, LA

Other Businesses

NAME: HCP COMPANIES INV REL: Y ADDR: 205 FAIRBURN AVE SUITE A BENTON LA 71006 NATURE: LIFE, DI, FIXED ANNUITIES AND HEALTH INSURANCE SALES POSITION: SALES START: 06/07/2010 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 0 (2)NAME: BRYNN E BOUDREAU SPECIAL NEEDS TRUST UAD 10/30/2015 INV REL: Y ADDR: 205 FAIRBURN AVE SUITE A BENTON LA 71006 NATURE: OVERSEE ACCOUNT OF SISTER'S TRUST POSITION: TRUSTEE START: 10/30/2015 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 0 (3) NAME: WELLER BROTHERS LLC INV REL: Y ADD: 205 FAIRBURN AVE SUITE A BENTON LA 71006 NATURE: LLC FOR TAX PURPOSES POSITION: MEMBER START DATE: 1/1/2023 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 1 DUTIES: THIS IS A PASS THROUGH ENTITY FOR TAX PURPOSES (4) NAME: CSMB LLC INV REL: Y ADD: 205 FAIRBURN AVE SUITE A BENTON LA 71006 NATURE: LLC FOR TAX PURPOSES POSITION: MEMBER START DATE: 1/1/2023 NO HRS/MO:1 NO HRS/MO DUR TRADING: 1 DUTIES: THIS IS A PASS THROUGH ENTITY FOR TAX PURPOSES (5) NAME: WELLER BROTHERS, LLC INV REL: Y ADD: 205 FAIRBURN AVENUE SUITE A BENTON LA 71006 NATURE: REFERRAL FEES FOR COST SEGREGATION FOR REAL ESTATE POSITION: MANAGING PARTNER START DATE: 6/1/2024 NO. HR/MO:2 NO. HR/MO DURING SEC TRADING: 1 DUTIES: RECEIVE REFERRAL FEES FROM FIRMS PROVIDING COST SEGREGATION TAX ANALYSIS FOR REAL ESTATE (6) NAME: MFRP, LLC INV REL: Y ADD: RESIDENTIAL NATURE: COMMERCIAL RENTAL PROPERTY POSITION: MEMBER/ MANAGER START DATE: 9/19/2024 NO. HR/MO:2 NO. HR/MO DURING SEC TRADING:0 DUTIES: OWN& MANAGE COMMERCIAL PROPERTY AND COLLECT RENT FROM TENANTS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-07-12
S63	Uniform Securities Agent State Law Examination	2011-06-07

S65 Uniform Investment Adviser Law Examination

2018-07-12
S63 Uniform Securities Agent State Law Examination

2011-06-07