Chad
Ziehl

First Advisors National, LLC

CRD#6805667
Investment Advisor
in Las Cruces, NM

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About this Advisor

Chad Ziehl is a financial advisor working in Las Cruces, New Mexico who has 4 years of relevant experience. Ziehl works at First Advisors National, LLC. Over the course of their career, they have held roles at Edward Jones, White Sands Federal Credit Union, Walgreens, New Mexico State University Police Department, Chaney & Marin Financial Planning, LLC, Lpl Financial LLC, Valic Financial Advisors, Inc, First National 1870 and Gateway Insurance Marketing. Ziehl holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in New Mexico. First Advisors National, LLC is a company based in Atlanta, GA. The investment advisory business has offices in 60 locations and a total of 63 people on staff. It manages $350 million in assets under management across its 4,080 customer accounts, making it one of the bigger investment advisory firms in the country by assets under management. First Advisors National, LLC has a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors typically vary depending on which services are offered. However, fee types charged by First Advisors National, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

Las Cruces, NM

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First Advisors National, LLC Brokerage Details

Total Assets Under Management

$350,351,823

NM Average: $3,570,121,308
Total Number of Employees

63

NM Average: 58
Total Number of Accounts

4,080

NM Average: 1,608
Average Account Size

$85,871

NM Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Chad Ziehl Work History

Chad has been registered as a financial advisor for 4 years.*

2020 - Present (4 years)

Gateway Insurance Marketing

2019 - 2020 (1 year)

First National 1870

2018 - 2018 (< 1 year)

Chaney & Marin Financial Planning, LLC

2018 - 2018 (< 1 year)

Lpl Financial LLC

2018 - 2018 (< 1 year)

White Sands Federal Credit Union

2018 - 2019 (1 year)

Valic Financial Advisors, Inc

2017 - 2017 (< 1 year)

Edward Jones

2014 - 2017 (3 years)

White Sands Federal Credit Union

2013 - 2014 (1 year)

Walgreens

2013 - 2015 (2 years)

New Mexico State University Police Department

*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 Ziehl 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 First Advisors National, LLC

George Nickels
Flowery Branch, GA
Peter Crabtree
Libertyville, IL
Stuart Hunsicker
Henrico, VA
Kathryn Ridge
Greenville, TX
Robert Van Sant
Atlanta, GA
William Goaslind
Phoenux, AZ
Brendan Houlihan
Palos Heights, IL
David Kudo
Villa Park, IL

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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