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Chase Guerrette

Oldfield Wealth Partners

Bangor, ME

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Current Employers
Oldfield Wealth Partners

77 Exchange St. Suite 302, Bangor, ME 04401 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2026-04-23
  • ME RA
    APPROVED
    Since 2026-04-23

Branch Locations

77 Exchange St. Suite 302, Bangor, ME 04401 • 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
Thompson Financial Group Presque Isle ME 02/2022 04/2026
Bangor Savings Bank Bangor ME 05/2016 01/2022
Ameritas Advisory Services, Llc Lincoln NE 04/2022 04/2026
Oldfield Wealth Partners Llc Bangor ME 04/2026 Present
  • 02/2022 → 04/2026
    Thompson Financial Group
    Presque Isle, ME
  • 05/2016 → 01/2022
    Bangor Savings Bank
    Bangor, ME
  • 04/2022 → 04/2026
    Ameritas Advisory Services, Llc
    Lincoln, NE
  • 04/2026 → Present
    Oldfield Wealth Partners Llc
    Bangor, ME
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-05
  • S65 Uniform Investment Adviser Law Examination
    2022-02-05

View on SEC IAPD

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