Chad Jonathan Rusten
ChFC®, CLU®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Financial Planning
- Investment Management
- Retirement Planning
- Estate & Legacy Planning
Specializations
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,...
Other Aliases
Chad J Rusten, Chad Jonathon Rusten, Chad Rusten
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
Languages
xxxxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
33 years in the financial services industry
Current & Past Employments
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Current Firm
ELEMENT SQUARED LLC | ELEMENT2 | ELEMENT SQUARED PRIVATE WEALTH
Contact Information
Main Address
60 South Sixth Street Suite 2900, Minneapolis, MN 55402Phone Number
(612) 325-5920# of Employees
7SEC notice filing (30 States and Territories)
Registered to provide investment advisory services in 30 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
478AUM (Assets Under Management)
$203,482,682Similar Advisors
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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.
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Primary Firm SEC Registration
ELEMENT SQUARED LLC | ELEMENT2 | ELEMENT SQUARED PRIVATE WEALTH
State Registrations and Notice Filings
(2/16/2021)
(4/20/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 1993About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Chad Jonathan Rusten's CRS (Customer Relationship Summary).
Services Offered by Chad
- Financial Planning
- Investment Management
- Retirement Planning
- Estate & Legacy Planning
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