Chad Dean Green

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 12/2022 → Present
  Wells Fargo Advisors Financial Network, Llc
  Idaho Falls, ID
• 08/2021 → 09/2022
  Caliber Solar
  Rexburg, ID
• 09/2022 → 12/2022
  Brigham Young University Idaho
  Rexburg, ID
• 01/2021 → 08/2021
  Sunrun
  Morgan Hill, CA
• 09/2017 → 01/2021
  Brigham Young University Idaho
  Rexburg, ID
• 06/2017 → 09/2017
  Dl Beck
  Rexburg, ID
• 06/2015 → 06/2017
  The Church Of Jesus Christ Of Latter-Day Saints
  Las Vegas, NV
• 04/2018 → 08/2018
  Aptive Environmental
  Kansas City, MO
• 04/2019 → 08/2019
  Hawx Services
  Austin, TX
• 01/2000 → 01/2021
  Canyon Creek Cabinets
  Rexburg, ID

Other Businesses

GREEN VENTURES LLC ; INV RELATED;REXBURG,ID; FINET;100% OWNERSHIP; START DATE: 03/06/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2023-03-15

Other Names

• Chad Green