Chad
Tepe

Independent Advisor Alliance, LLC

CRD#4206690
Investment Advisor
in Manhattan, KS

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About this Advisor

Chad Tepe is a financial advisor operating in Manhattan, Kansas with a total of 5 years of industry experience. Tepe is an employee of Independent Advisor Alliance, LLC. Tepe has gained experience at Commerce Brokerage Services, Inc, Lpl Financial LLC, Independent Financial Partners and Independent Advisor Alliance, LLC. Tepe holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Kansas and Texas. Independent Advisor Alliance, LLC is a company based in Charlotte, NC. It has offices in 132 locations and a total of 227 employees. It manages $10 billion in total assets among its 47,432 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 91 charities and foundations. Of its 47,432 customer accounts, 28% are held by high-net-worth clients who have more than $1 million in investable assets. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors depend on the services provided. However, fee types billed by Independent Advisor Alliance, LLC most likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

218 South 4Th Street
Manhattan, KS 66502

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Independent Advisor Alliance, LLC Brokerage Details

Total Assets Under Management

$10,095,700,130

KS Average: $3,625,019,099
Total Number of Employees

227

KS Average: 22
Total Number of Accounts

47,432

KS Average: 1,917
Average Account Size

$212,846

KS Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Chad Tepe Work History

Chad has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Independent Advisor Alliance, LLC

2014 - Present (10 years)

Lpl Financial LLC

2014 - 2018 (4 years)

Independent Financial Partners

2005 - 2014 (9 years)

Commerce Brokerage Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Chad Tepe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Independent Advisor Alliance, LLC

Timothy Moore
North, PA
Steven Dye
Sussex, WI
George Jameson Jr
Columbia, SC
Wesley Burrell
Springfield, MO
Mona Khairi
Little Rock, AR
David Bolick
Salisbury, NC
William Addison
Columbia, SC
Ty Hensley
Charlotte, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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