CHAD WESLEY TERRY is an investment adviser representative (IAR) with state registration records since 2002, appearing at 8 firms. Currently registered with NICOLET WEALTH MANAGEMENT.
| Firm | From | To | Current |
|---|---|---|---|
| NICOLET WEALTH MANAGEMENT | 2026-04-01 | present | Yes |
| LEGACY FINANCIAL GROUP, LLC | 2020-09-21 | 2025-11-03 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2017-06-16 | 2020-08-21 | — |
| BLACKROCK INVESTMENT MANAGEMENT, LLC | 2011-03-31 | 2017-04-27 | — |
| PRINCIPAL SECURITIES, INC. | 2006-12-15 | 2011-03-21 | — |
| VSR FINANCIAL SERVICES, INC. | 2003-02-07 | 2003-11-19 | — |
| THE MASTERS, INC. | 2002-08-23 | 2003-02-07 | — |
| SUCCESSFUL RESOURCE MANAGEMENT, LLC | 2002-01-16 | 2002-08-27 | — |