Chad Terry Email & Phone Number
VP Financial Advisor @ Nicolet Wealth Management (formerly Navigator Planning Group)
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Chad Terry Location
- Des Moines, IA, US
Chad Terry Work
- 2026 -now VP Financial Advisor @
- 2020 -2025 Chief Executive Officer and Chief Compliance Officer @
- 2017 -2020 Chief Operations Officer @ CIO Wealth Strategies
- 2015 -2017 Director – Market Director (External Wholesaler) @ BlackRock Investments
- 2011 -2015 Director of Retirement and Investment Education @ BlackRock Investments
- 2006 -2011 Director-Advanced Retirement Team @ Principal Financial Group
- 2003 -2006 Retirement Consultant @ ING (Voya Financial)
- 1998 -2003 Financial Advisor @ Generations Financial
Chad Terry Education
- The American College of Financial Services
Accredited Portfolio Management Advisor (Asset Management)
- Upper Iowa University
Bachelor's Degree (Finance, General)
- College for Financial Planning
Masters of Science (Financial Planning and Services)
Chad Terry Skills
- Financial Services
- Visionary Leadership
- Dramatic Asset Expansion
- Track Record of Revenue Growth
- Sales Process
- Sales
- Analytical Skills
- Investment Strategies
- Strategy
- Retirement Planning
- Investments
- Wealth Management
- Portfolio Management
- Mergers & Acquisitions (M&A)
- Financial Planning
- Financial Advisory
- Customer Retention
- Investment Management
- Sales Operations
- Strategic Leadership
- Leadership
- Public Speaking
- Thought Leadership
- Problem Solving
- Management
- Mentoring
- Presentation Skills
- Team Building
- Relationship Building
- Executive Management
- Culture Change
- Presentations
- Strategic Initiatives
- Board of Directors
- Certified Financial Planner
- Sales Strategy
- Hold Series 7
- Planning Budgeting & Forecasting
- Life & Health Insurance Licenses
- Series 65
- Series 24
- chief operations officer
- ETFs
Chad Terry Summary
- Chad Terry, based in Des Moines, IA, US, is currently a VP Financial Advisor at Nicolet Wealth Management. Chad Terry brings experience from previous roles at Legacy Financial Group, CIO Wealth Strategies and BlackRock Investments. Chad Terry holds a Accredited Portfolio Management Advisor in Asset Management @ The American College of Financial Services. With a robust skill set that includes Financial Services, Visionary Leadership, Dramatic Asset Expansion, Track Record of Revenue Growth, Sales Process and more. Chad Terry has 1 emails and 1 mobile phone numbers on RocketReach.
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