Chad W. Golseth
Professional summary
Chad William Golseth, who also goes by Chad W Golseth, is a registered financial advisor currently at CHADWICK FINANCIAL located in Colleyville, Texas.
Chad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Chad has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 10 and Series 9 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Chad William Golseth's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 7, 2025 - Present
CHADWICK FINANCIAL
Office #1: 6513 Colleyville Boulevard Suite 200, Colleyville, TX 76034February 25, 2025 - June 30, 2026
TRIAD WEALTH PARTNERS, LLC
June 20, 2019 - January 4, 2022
WORLD EQUITY GROUP, INC.
September 14, 2015 - July 25, 2019
TAYLOR CAPITAL MANAGEMENT INC.
February 12, 2014 - May 29, 2025
BROOKSTONE WEALTH ADVISORS, LLC
January 14, 2013 - February 13, 2014
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
January 11, 2013 - September 24, 2013
G.F. INVESTMENT SERVICES, LLC
February 18, 2005 - December 7, 2012
ALLSTATE FINANCIAL SERVICES, LLC
July 1, 2003 - December 7, 2004
WELLS FARGO CLEARING SERVICES, LLC
August 22, 2000 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
June 5, 1998 - August 24, 2000
A. G. EDWARDS & SONS, INC.
June 14, 1996 - June 10, 1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/19/2026)
(10/7/2025)
Exams
Current Firm
CHADWICK FINANCIAL
CRD#: 337228 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 394 |
| AUM (Assets Under Management) | $ 61,000,000 |
Red Flags
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