Chad Michael Tacia

Employer firm

Your Ia, LLC CRD 338535

$107M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → 07/2024
  World Financial Group, Inc.
  San Antonio, TX
• 04/2015 → 07/2024
  Transamerica Financial Advisors, Inc
  San Antonio, TX
• 01/2020 → Present
  Chad Tacia Consulting Llc
  San Antonio, TX
• 12/2025 → Present
  Your Ia, Llc
  St. George, UT
• 07/2024 → Present
  Experior Financial Group
  Cheektowaga, NY

Previous Registrations

• 2015-05-23 → 2024-07-11
  Transamerica Financial Advisors, Llc
  Centennial, CO
  Plano, TX
  San Antonio, TX
• 2008-05-02 → 2008-12-08
  Investment Advisors International, Inc.
  Oak Harbor, WA

Other Businesses

Chad Tacia Consulting LLC | Investment Related | 100 Avena Grove, Floresville, TX 78114 | Pass Through for Expenses | Member | Managing Member | January 2020 | 2 hours per month | 1 hour during trading | I use my LLC to as a layer of protection for my income and to limit my liability. Experior Financial Group | Investment Related | 300 Airborne Parkway, Suite 210, Cheektowaga, NY 14225 | insurance products | Agent | Independent Contractor | July 2024 | 40 hours devoted each week | 6 hours devoted during trading hours | Provide clients with life and health insurance products.

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-08-01
• S65 Uniform Investment Adviser Law Examination
  2015-05-21
• S66 Uniform Combined State Law Examination
  2008-04-24

Other Names

• Chad Tacia
• Chad Micheal Tacia
• Chad Michael Tacia
• Chad Tacia