Chad Michael Albers

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:

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

Current Employers

Employment History

• 09/2018 → 02/2019
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 09/2018 → 02/2019
  Northwestern Mutual Investment Services Llc
  Louisville, KY
• 10/2013 → 01/2019
  Centerstone
  Columbus, IN
• 12/2018 → 02/2019
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 02/2019 → Present
  Edward Jones
  St.LOuis, MO

Exams

• S66 Uniform Combined State Law Examination
  2019-03-20
• S63 Uniform Securities Agent State Law Examination
  2018-11-06

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Chad Michael Albers