Chad M. Manz
Professional summary
Chad Michael Manz, CFP®, who also goes by Chad M Manz, is a registered financial professional currently at PACIFIC SELECT DISTRIBUTORS, LLC located in Lees Summit, Missouri.
Chad is registered as a RR (Registered Representative) and started their career in finance in 1997. Chad has worked at 5 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Chad Michael Manz's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 19, 2007 - Present
PACIFIC SELECT DISTRIBUTORS, LLC
February 8, 2005 - December 19, 2006
GLOBAL ATLANTIC DISTRIBUTORS, LLC
March 21, 2001 - February 9, 2005
HIMCO DISTRIBUTION SERVICES COMPANY
May 12, 2000 - December 31, 2000
KESTRA INVESTMENT SERVICES, LLC
July 30, 1997 - May 1, 2000
NEW ENGLAND SECURITIES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/19/2007)
Exams
FINRA
Current Firm
PACIFIC SELECT DISTRIBUTORS, LLC
CRD#: 4452 / SEC#: , 8-15264
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PACIFIC LIFE INSURANCE COMPANY | PARENT OF APPLICANT | |
| DARE, BARBARA ALYCE | VICE PRESIDENT | 5074108 |
| KISSEL, GEOFFREY P | CHIEF EXECUTIVE OFFICER | 7499710 |
| LA ROQUE, SUZANNE MARIE | ASSISTANT VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | 4222767 |
| SMITH, TREVOR TIMOTHY | VICE PRESIDENT, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATING OFFICER | 4844953 |
| YAMAUCHI, STARLA CHIN | VICE PRESIDENT, CORPORATE SECRETARY | 7721024 |
Red Flags
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