Chad Marvin Taake
Investment adviser representative at Stone House Investment Management, LLC
22 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$841.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
22 years in the industry.
- Stone House Investment Management, LLCMay 2018 to now
- Procter and GambleJun 2004 to Dec 2025
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 4 states (KY, MO, OH, PA).
Stone House Investment Management, LLC
$841.7MAssets managed
1,171Clients
19Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6952090
- Firm CRD
- 139410