Chad J. Weinhold

CORESTONE WEALTH MANAGEMENT LLC

Maple Grove, MN 55311

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CRD#: 5416537

Professional summary

Chad Jerome Weinhold, who also goes by Chad Weinhold, is a registered financial advisor currently at CORESTONE WEALTH MANAGEMENT LLC located in Maple Grove, Minnesota.

Chad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Chad has worked at 3 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chad Weinhold

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.

AMERICAN SENIOR BENEFITS; INVESTMENT RELATED; INSURANCE AGENT; START DATE 05/2022; MAPLE GROVE, MN; APPROXIMATELY 20% OF TIME

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad Jerome Weinhold's 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

June 20, 2022 - Present

CORESTONE WEALTH MANAGEMENT LLC

Office #1: 7094 E. Fish Lake Rd., Maple Grove, MN 55311

RIA

CRD#: 315945

Maple Grove, MN

Past

June 11, 2020 - May 25, 2022

EQUITABLE ADVISORS, LLC

CRD#: 6627

MINNEAPOLIS, MN

Past

October 9, 2008 - June 26, 2019

ALLIANZ LIFE FINANCIAL SERVICES, LLC

CRD#: 612

MINNEAPOLIS, MN

Past

September 17, 2007 - August 28, 2008

ALLIANZ LIFE FINANCIAL SERVICES, LLC

CRD#: 612

GOLDEN VALLEY, MN

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
(6/20/2022)

IAR

Texas
(1/8/2025)

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

Series 63

Date: 10/16/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 9/15/2007

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 2/27/2012

Investment Company Products/Variable Contracts Principal Examination

Current Firm

CORESTONE WEALTH MANAGEMENT LLC

CRD#: 315945 / SEC#:

Minnesota

Registered Investment Advisory firm - (12/3/2021 Approved)

Texas

Registered Investment Advisory firm - (3/21/2023 Conditional Restricted)

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Contact information

Main Address

7094 E. Fish Lake Rd., Maple Grove, MN 55311

Mailing Address

Phone number

(763) 559-8200

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	484
AUM (Assets Under Management)	$ 69,000,000

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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Chad J. Weinhold

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad Jerome Weinhold's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORESTONE WEALTH MANAGEMENT LLC

EQUITABLE ADVISORS, LLC

ALLIANZ LIFE FINANCIAL SERVICES, LLC

ALLIANZ LIFE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/16/2007

SIE

Date: 10/1/2018

Series 6

Date: 9/15/2007

Series 26

Date: 2/27/2012

Current Firm

CORESTONE WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CORESTONE WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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