Chad Golseth, financial advisor Bedford TX

Chad Golseth

CRD Number: 2754547
Current Firm: Brookstone Wealth Advisors, LLC

Chad Golseth (CRD# 2754547) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Bedford, TX and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
The Chad Golseth Agency, Inc Dba Chadwick Financial Bedford, TX Nov 2014 - Current 9
Retirement Wealth Advisors, Inc. Jenison, MI Feb 2014 - Current 10
The Golseth Agency, Inc. Henderson, NV Dec 2012 - Current 11
World Equity Group Arlington Heights, IL Jun 2019 - Dec 2021 2
American Retirement Institute Kennesaw, GA Apr 2019 - Dec 2021 2
Elite Resource Team Bedford, TX Apr 2019 - Jun 2021 2
Tcm Securities,inc Woodstock, GA Aug 2015 - Jun 2019 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1996
S65 NASAA Investment Advisors Law Examination Jul 1996
Contact Info for Chad W. Golseth
Phone Number: 6306531400
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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