# CHAD WESLEY TERRY

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.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [NICOLET WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/283940) | 2026-04-01 | present | Yes |
| [LEGACY FINANCIAL GROUP, LLC](https://search.stillhousedata.com/firm/154927) | 2020-09-21 | 2025-11-03 | — |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2017-06-16 | 2020-08-21 | — |
| [BLACKROCK INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/108928) | 2011-03-31 | 2017-04-27 | — |
| [PRINCIPAL SECURITIES, INC.](https://search.stillhousedata.com/firm/1137) | 2006-12-15 | 2011-03-21 | — |
| [VSR FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/14503) | 2003-02-07 | 2003-11-19 | — |
| [THE MASTERS, INC.](https://search.stillhousedata.com/firm/108432) | 2002-08-23 | 2003-02-07 | — |
| [SUCCESSFUL RESOURCE MANAGEMENT, LLC](https://search.stillhousedata.com/firm/110317) | 2002-01-16 | 2002-08-27 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3112718)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3112718.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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