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CC

Chad R. Cremieux

RETIREONE INVESTMENT SERVICES
Arlington Heights, IL
Some features on this profile are disabled
CRD#: 5344996
CC

Professional summary

Chad Richard Cremieux, who also goes by Chad R Cremieux, Chad Cremieux, is a registered financial professional currently at RETIREONE INVESTMENT SERVICES, LLC located in Arlington Heights, Illinois.

Chad is registered as a RR (Registered Representative) and started their career in finance in 2007. Chad has worked at 4 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Chad R Cremieux | Chad Cremieux

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) - BD

Click below to view Chad Richard Cremieux'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

April 29, 2024 - Present

RETIREONE INVESTMENT SERVICES, LLC

BD
CRD#: 269923
Arlington Heights, IL
Past

June 3, 2022 - November 29, 2023

RETIREONE INVESTMENT SERVICES, LLC

BD
CRD#: 269923
LOUISVILLE, KY
Past

November 4, 2021 - May 31, 2022

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
LINCOLN, NE
Past

February 18, 2014 - October 28, 2021

EVERLAKE DISTRIBUTORS, LLC

BD
CRD#: 100460
NORTHBROOK, IL
Past

August 5, 2008 - December 31, 2013

EVERLAKE DISTRIBUTORS, LLC

BD
CRD#: 100460
NORTHBROOK, IL
Past

June 13, 2007 - July 25, 2008

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
STREAMWOOD, IL

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(9/5/2024)
RR
Alaska
(9/5/2024)
RR
Arizona
(9/5/2024)
RR
Arkansas
(9/5/2024)
RR
California
(9/5/2024)
RR
Colorado
(9/5/2024)
RR
Connecticut
(9/5/2024)
RR
Delaware
(9/5/2024)
RR
District of Columbia
(9/5/2024)
RR
Florida
(9/5/2024)
RR
Georgia
(9/5/2024)
RR
Hawaii
(9/5/2024)
RR
Idaho
(9/5/2024)
RR
Illinois
(4/29/2024)
RR
Indiana
(9/5/2024)
RR
Iowa
(9/5/2024)
RR
Kansas
(9/5/2024)
RR
Kentucky
(9/5/2024)
RR
Louisiana
(9/5/2024)
RR
Maine
(9/5/2024)
RR
Maryland
(9/5/2024)
RR
Massachusetts
(9/5/2024)
RR
Michigan
(9/5/2024)
RR
Minnesota
(9/5/2024)
RR
Mississippi
(9/5/2024)
RR
Missouri
(9/5/2024)
RR
Montana
(9/5/2024)
RR
Nebraska
(9/5/2024)
RR
Nevada
(9/5/2024)
RR
New Hampshire
(9/5/2024)
RR
New Jersey
(9/5/2024)
RR
New Mexico
(9/5/2024)
RR
New York
(9/5/2024)
RR
North Carolina
(9/5/2024)
RR
North Dakota
(9/5/2024)
RR
Ohio
(9/5/2024)
RR
Oklahoma
(9/5/2024)
RR
Oregon
(9/5/2024)
RR
Pennsylvania
(9/5/2024)
RR
Puerto Rico
(9/5/2024)
RR
Rhode Island
(9/5/2024)
RR
South Carolina
(9/5/2024)
RR
South Dakota
(9/5/2024)
RR
Tennessee
(9/5/2024)
RR
Texas
(9/5/2024)
RR
Utah
(9/5/2024)
RR
Vermont
(9/5/2024)
RR
Virgin Islands
(9/5/2024)
RR
Virginia
(9/5/2024)
RR
Washington
(9/5/2024)
RR
West Virginia
(9/5/2024)
RR
Wisconsin
(9/5/2024)
RR
Wyoming
(9/5/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 6/20/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 6/12/2007
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 6/25/2024
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

RI
RETIREONE INVESTMENT SERVICES, LLC
EF LEGACY SECURITIES, LLC | RETIREONE INVESTMENT SERVICES, LLC

CRD#: 269923 / SEC#: , 8-69640

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

Main Address
222 South 1st Street, Suite 600, Louisville, KY 40202
Mailing Address
222 South 1st Street, Suite 600, Louisville, KY 40202
Phone number
(877) 575-2742
Established
Delaware since 05/05/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 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#
RETIREONE, INC.OWNER
GILMAN, ROBERT CRAIGFINOP, PFO1738412
GRAY, LEVEN RAINEYCHIEF COMPLIANCE OFFICER707493
MERCIER, EDWARD JAMESCHIEF EXECUTIVE OFFICER1370339

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

RETIREONE INVESTMENT SERVICES, LLC

CRD#: 269923Arlington Heights, IL

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