Chad Thomas Theisen
Investment adviser representative at Advance Capital Management Inc
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Advance Capital Management, Inc.Jun 2021 to now
- Msu GreenlineMay 2019 to Mar 2020
- Michigan State UniversityAug 2017 to May 2021
- Advance Capital Management, Inc.Jun 2016 to Aug 2018
- Plymouth High SchoolSep 2013 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (MI).
Advance Capital Management Inc
$5BAssets managed
7,365Clients
31Advisers
39 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
- 7447810
- Firm CRD
- 110767