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CB

Chad M. Bennett

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CRD#: 3102483
CB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Chad Michael Bennett was a registered financial professional .

Chad is a previously registered financial professional and started their career in finance in 1998. Chad had worked at 7 firms and has passed the Series 63, SIE, Series 87, Series 86, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 14, 2011 - May 10, 2024

CRAIG-HALLUM CAPITAL GROUP LLC

BD
CRD#: 121395
MINNEAPOLIS, MN
Past

January 3, 2007 - September 14, 2011

NORTHLAND SECURITIES, INC.

BD
CRD#: 40258
MINNEAPOLIS, MN
Past

November 5, 2002 - December 31, 2006

MILLER JOHNSON STEICHEN KINNARD, INC.

BD
CRD#: 694
MINNEAPOLIS, MN
Past

December 4, 2001 - September 23, 2002

HD BROUS & CO., INC.

BD
CRD#: 22062
GREAT NECK, NY
Past

January 1, 2001 - November 30, 2001

MILLER JOHNSON STEICHEN KINNARD, INC.

BD
CRD#: 694
MINNEAPOLIS, MN
Past

July 26, 1999 - January 1, 2001

JOHN G. KINNARD AND COMPANY, INCORPORATED

BD
CRD#: 466
MINNEAPOLIS, MN
Past

December 9, 1998 - July 26, 1999

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

December 9, 1998 - July 26, 1999

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/4/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/29/2008
General Securities Principal Examination

Current Firm


CC
CRAIG-HALLUM CAPITAL GROUP LLC
CRAIG-HALLUM CAPITAL GROUP LLC

CRD#: 121395 / SEC#: , 8-65407

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
323 N Washington Ave Suite 300, Minneapolis, MN 55401
Mailing Address
323 N Washington Ave Suite 300, Minneapolis, MN 55401
Phone number
(612) 334-6300
Established
Minnesota since 05/30/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (44 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
CRAIG-HALLUM HOLDINGS LLCSHAREHOLDER
DYER, STEVEN LEEDIR, CEO4341538
EMMEL, THOMAS EDMUNDDIR2728311
HARRIS, KEVIN PATRICKDIR, PRESIDENT724657
HARTFIEL, WILLIAM FREDERICKDIR2093426
JENSEN, CHRISTOPHER RCCO3219762
SONSTEGARD, JEANNIE LOUISECFO1643359
ZAVORAL, JAMES HENRY JRDIR2415854

Disclosures


Regulatory Event4

Red Flags


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.

Company Information


CRAIG-HALLUM CAPITAL GROUP LLC

CRD#: 121395

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