Chad J. Rusten
ELEMENT SQUARED PRIVATE WEALTH | VP Financial Planning
Minneapolis, MN 55402
CRD#: 2357867
Professional summary
Chad Jonathan Rusten, ChFC®, CLU®, who also goes by Chad J Rusten, Chad Jonathon Rusten, Chad Rusten, is a registered financial advisor currently at ELEMENT SQUARED PRIVATE WEALTH located in Minneapolis, Minnesota.
Chad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Chad has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 52, Series 6 and Series 24 exams.
Biography
We are a Fiduciary with Fidelity as our custodian and we have a
proprietary, disciplined process to optimize investment results. I
saw a statistic once that like 82% of people that meet with a
financial advisor are more confused after the meeting than they were
before and most people would rather go to the dentist than talk about
finances. As such, we are committed to educating/empowering people so they know what they are doing financially, why they are doing it, and they can explain it to someone else. If we don't accomplish that, we haven't earned the right to be a consideration. We also believe it can be a fun/enlightening process along the way.
Question & Answer
What are your service offerings?
Financial Planning,
Investment Management,
Retirement Planning,
Financial Coaching,
Estate Planning
Do you have an area of expertise or specialization?
Customized Portfolios,
FIRE (Financial Independence R...
Investment Management,
Retirement Planning
What is your minimum asset requirement?
150K
How do you get paid?
% of AUM
Are you a "fiduciary"?
Yes
Aliases
Chad J Rusten | Chad Jonathon Rusten | Chad Rusten
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
SOLE PROPRIETOR - INSURANCE AGENT; INVESTMENT RELATED; INSURANCE SALES AND SERVICES; MINNEAPOLIS, MN; APPROXIMATELY 5% OF TIME SPENT IN THIS PRACTICE.
CRS (Client Relationship Summary) - RIA
Click below to view Chad Jonathan Rusten's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
February 16, 2021 - Present
ELEMENT SQUARED PRIVATE WEALTH
Office #1: 60 South Sixth Street Suite 2900, Minneapolis, MN 55402RIA
CRD#: 311284
Minneapolis, MN
Past
September 10, 2019 - January 21, 2021
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
MINNETONKA, MN
Past
September 10, 2019 - January 21, 2021
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
MINNETONKA, MN
Past
August 24, 2017 - September 3, 2019
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
EDINA, MN
Past
July 22, 2014 - September 3, 2019
NYLIFE SECURITIES LLC
BD
CRD#: 5167
EDINA, MN
Past
March 1, 2012 - June 25, 2014
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
GOLDEN VALLEY, MN
Past
February 6, 2006 - December 17, 2007
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
GOLDEN VALLEY, MN
Past
December 8, 2004 - June 25, 2014
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
GOLDEN VALLEY, MN
Past
April 10, 1997 - August 5, 1997
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
April 10, 1997 - August 5, 1997
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Past
January 26, 1995 - April 6, 1995
AMERIPRISE ADVISOR SERVICES, INC.
BD
CRD#: 5979
DETROIT, MI
Past
June 14, 1993 - November 23, 1994
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ES
ELEMENT SQUARED PRIVATE WEALTH
ELEMENT SQUARED LLC | ELEMENT2 | ELEMENT SQUARED PRIVATE WEALTH
CRD#: 311284 / SEC#: 801-128607
RIA
Registered Investment Advisory firm - (8/21/2023 Approved)Illinois
Registered Investment Advisory firm - (8/22/2023 Terminated)Iowa
Registered Investment Advisory firm - (8/22/2023 Terminated)Minnesota
Registered Investment Advisory firm - (9/25/2023 Terminated)Nebraska
Registered Investment Advisory firm - (12/2/2021 Terminated)Oregon
Registered Investment Advisory firm - (12/2/2021 Terminated)South Dakota
Registered Investment Advisory firm - (12/2/2021 Terminated)Texas
Registered Investment Advisory firm - (8/22/2023 Terminated)Wisconsin
Registered Investment Advisory firm - (8/22/2023 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Minnesota(2/16/2021)
IAR
Texas(4/20/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
ES
ELEMENT SQUARED PRIVATE WEALTH
ELEMENT SQUARED LLC | ELEMENT2 | ELEMENT SQUARED PRIVATE WEALTH
CRD#: 311284 / SEC#: 801-128607
RIA
Registered Investment Advisory firm - (8/21/2023 Approved)Illinois
Registered Investment Advisory firm - (8/22/2023 Terminated)Iowa
Registered Investment Advisory firm - (8/22/2023 Terminated)Minnesota
Registered Investment Advisory firm - (9/25/2023 Terminated)Nebraska
Registered Investment Advisory firm - (12/2/2021 Terminated)Oregon
Registered Investment Advisory firm - (12/2/2021 Terminated)South Dakota
Registered Investment Advisory firm - (12/2/2021 Terminated)Texas
Registered Investment Advisory firm - (8/22/2023 Terminated)Wisconsin
Registered Investment Advisory firm - (8/22/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
60 South Sixth Street Suite 2900, Minneapolis, MN 55402
Mailing Address
Phone number
(612) 325-5920
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (21 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 432 |
| AUM (Assets Under Management) | $ 168,300,000 |
Red Flags
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Company Information
ELEMENT SQUARED PRIVATE WEALTH
VP Financial PlanningCRD#: 311284Minneapolis, MN 55402TRUST BUT VERIFY
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