Chad M. Kilmer

MAIRS & POWER

St. Paul, MN 55101-4914

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CRD#: 3111803

Professional summary

Chad Michael Kilmer, who also goes by Chad M Kilmer, is a registered financial advisor currently at MAIRS & POWER located in St. Paul, Minnesota.

Chad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Chad has worked at 3 firms and has passed the Series 66, Series 7TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chad M Kilmer

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) - RIA

Click below to view Chad Michael Kilmer's CRS (Customer Relationship Summary).

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®

None

Experience

Current

January 16, 2025 - Present

MAIRS & POWER

Office #1: 30 E 7th Street Suite 2500, St. Paul, MN 55101-4914

RIA

CRD#: 110351

St. Paul, MN

Past

August 3, 2006 - February 17, 2021

WILLIAM BLAIR

CRD#: 1252

CHICAGO, IL

Past

April 18, 2006 - February 17, 2021

WILLIAM BLAIR

RIA

CRD#: 1252

CHICAGO, IL

Past

October 15, 1998 - July 27, 1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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".

MAIRS & POWER

MAIRS & POWER | MAIRS AND POWER INC | MAIRS & POWER VENTURE CAPITAL

CRD#: 110351 / SEC#: 801-2731

RIA

Registered Investment Advisory firm - (11/15/1961 Approved)

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
(1/16/2025)

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

State Security Law Exam

IAR

Series 66

Date: 8/8/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/19/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/2/2006

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/19/2024

General Securities Principal Examination

Current Firm

MAIRS & POWER

MAIRS & POWER | MAIRS AND POWER INC | MAIRS & POWER VENTURE CAPITAL

CRD#: 110351 / SEC#: 801-2731

RIA

Registered Investment Advisory firm - (11/15/1961 Approved)

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Contact information

Main Address

30 E 7th Street Suite 2500, St. Paul, MN 55101-1363

Mailing Address

Phone number

(651) 222-8478

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MAIRS AND POWER FORM ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,666
AUM (Assets Under Management)	$ 11,977,257,704

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.

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Advisor Monitoring

Firm Stability Insights

Chad M. Kilmer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad Michael Kilmer's CRS (Customer Relationship Summary).

Certified licenses

Experience

WILLIAM BLAIR

WILLIAM BLAIR

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

MAIRS & POWER

State Registrations and Notice Filings

Exams

Series 66

Date: 8/8/2006

Series 7TO

Date: 3/19/2024

SIE

Date: 10/1/2018

Series 7

Date: 8/2/2006

Series 24

Date: 3/19/2024

Current Firm

MAIRS & POWER

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MAIRS & POWER

TRUST BUT VERIFY

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