Chad Schneider Email & Phone Number
Senior Wealth Advisor @ Oak Harvest Financial Group
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Chad Schneider Location
- Houston, TX, US
Chad Schneider Work
- 2021 -now Senior Wealth Advisor @
- 2015 -2021 Financial Advisor (Investment Advisor Representative)- @ Private Advisor Group/LPL Financial (Hybrid RIA) dba Kidwell and Company
- 2004 -2015 Registered Representative and Director of Operations @ LPL Financial dba Intrua Financial
- 2002 -2003 Registered Representative @
- 2000 -2002 Junior Planner and Registered Representative @ Stavinoha White Stevenson Financial Group (LPL Financial)
- 1998 -2000 Pastor and Church Planter @ Oakway Church
- 1994 -1998 Executive Director and Co-Founder @ Crosstalk Student Ministry/Alpha Omega Project
- 1994 -1996 Youth Pastor @ Cypress Creek Church
- 1993 -1994 Interim Youth Pastor @ First Baptist Church of Wimberley
Chad Schneider Education
- Texas State University
Bachelor’s Degree (Psychology)
1988-2000 - university of mary hardin-baylor 1990-1992
Chad Schneider Skills
- Financial Services
- Holistic Financial Planning
- Interpersonal Communication
- Leadership
- Client Services
- Client Development
- Client Rapport
- Long-term Customer Relationships
- Process Improvement
- Process Management
- Account Management
- Investment Strategies
- Investments
- Investment Advisory
- College Education Planning
- Client Education
- Client Presentation
- Life Insurance
- Debt Management
- Real Estate Transactions
Chad Schneider Summary
- Chad Schneider, based in Houston, TX, US, is currently a Senior Wealth Advisor at Oak Harvest Financial Group. Chad Schneider brings experience from previous roles at Private Advisor Group/LPL Financial (Hybrid RIA) dba Kidwell and Company, LPL Financial dba Intrua Financial, Jefferson Pilot Financial and Stavinoha White Stevenson Financial Group (LPL Financial). Chad Schneider holds a 1988 - 2000 Bachelor’s Degree in Psychology @ Texas State University. With a robust skill set that includes Financial Services, Holistic Financial Planning, Interpersonal Communication, Leadership, Client Services and more. Chad Schneider has 2 emails and 1 mobile phone numbers on RocketReach.
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