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Chad Kielty

Edward Jones

Eagle River, WI

CRD 7479621

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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 2022-10-05
WI RA APPROVED 2022-02-28
  • TX RA
    APPROVED
    Since 2022-10-05
  • WI RA
    APPROVED
    Since 2022-02-28

Branch Locations

141 S Williow St Suite 104, Eagle River, WI 54521 • 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 12/2021 Present
Self Employed -Financial Freelancer St. Germain WI 09/2021 11/2021
M Health Fairview Minneapolis MN 12/2018 07/2021
Robert Half Minneapolis MN 09/2004 09/2018
  • 12/2021 → Present
    St Louis, MO
  • 09/2021 → 11/2021
    Self Employed -Financial Freelancer
    St. Germain, WI
  • 12/2018 → 07/2021
    M Health Fairview
    Minneapolis, MN
  • 09/2004 → 09/2018
    Robert Half
    Minneapolis, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-25
  • S66 Uniform Combined State Law Examination
    2022-02-25
Other Names
  • Chad Jason Kielty

View on SEC IAPD

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