Chad
Copley

Northwestern Mutual Investment Services, LLC

CRD#4846414
Investment Advisor
in Ames, IA

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About this Advisor

Chad Copley is a financial advisor based out of Ames, Iowa, who has been in the financial industry for 18 years. Copley is currently employed by Northwestern Mutual Investment Services, LLC. Over the course of their career, they have held roles at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company. Copley holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Iowa. Northwestern Mutual Investment Services, LLC is a firm headquartered in Ames, Iowa. The company offers other services. Fees for financial management typically vary depending on the type of services. Fee types billed by Northwestern Mutual Investment Services, LLC likely include any blend of fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

18 years

Services Offered

Other

Fee Structure

Fixed Fees, Others

Disclosures

No

Office Location

406 Main St Ste 101
Ames, IA 50010

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Northwestern Mutual Investment Services, LLC Brokerage Details

Total Number of Employees

2,216

IA Average: 43

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Investment Advisory Services

  • Other

Chad Copley Work History

Chad has 18 years of experience.

2016 - Present (7 years)

Northwestern Mutual Wealth Management Company

2004 - Present (19 years)

Northwestern Mutual Life Insurance Company

2004 - Present (19 years)

Northwestern Mutual Investment Services, LLC

2012 - 2016 (4 years)

Northwestern Mutual Investment Services, LLC

Disclosures

Chad Copley has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Northwestern Mutual Investment Services,LLC

Caleb White
Durham, NC
Susan Ruhland
New York, NY
Eric Gatlin
Milwaukee, WI
Tony Toska
Estero, FL
Thomas Engelhard
Dallas, TX
Christopher Rhyme
Denver, CO
David Carlor
Paramus, NJ
Treston Teague
Wichita Falls, TX

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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