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Chad Thomas Theisen

Advance Capital Management Inc

Southfield, MI

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Current Employers
Advance Capital Management Inc

One Towne Square Suite 444, Southfield, MI 48076 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2021-10-12
  • MI RA
    APPROVED
    Since 2021-10-12

Branch Locations

One Towne Square Suite 444, Southfield, MI 48076 • 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
Advance Capital Management, Inc. Southfield MI 06/2021 Present
Michigan State University East Lansing MI 08/2017 05/2021
Msu Greenline East Lansing MI 05/2019 03/2020
Plymouth High School Canton MI 09/2013 08/2017
Advance Capital Management, Inc. Southfield MI 06/2016 08/2018
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-12
  • S65 Uniform Investment Adviser Law Examination
    2021-10-12
Designations

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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Steven Wilbourn
Avery Reese Markos
Ryan Christopher Smith
Whitney Lynn House

Other Offices

CORECAP ADVISORS · SOUTHFIELD, MI
EAGLE STRATEGIES LLC · SOUTHFIELD, MI
EAGLE STRATEGIES LLC · SOUTHFIELD, MI
J.P. MORGAN SECURITIES LLC · SOUTHFIELD, MI
CETERA INVESTMENT ADVISERS LLC · SOUTHFIELD, MI
M.A. GLOBAL INVESTMENT ADVISOR, LLC · SOUTHFIELD, MI
LPL ENTERPRISE, LLC · SOUTHFIELD, MI
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SOUTHFIELD, MI

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