Chad E. Lefebvre

IRONWOOD INVESTMENT ADVISERS

PORT ALLEN, LA

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CRD#: 6174971

Professional summary

Chad Everett Lefebvre, who also goes by Chad Lefebvre, is a registered financial advisor currently at IRONWOOD INVESTMENT ADVISERS, LLC located in Port Allen, Louisiana.

Chad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Chad has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chad Lefebvre

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 Everett Lefebvre'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

August 7, 2018 - Present

IRONWOOD INVESTMENT ADVISERS, LLC

RIA

CRD#: 286591

PORT ALLEN, LA

Past

April 5, 2013 - July 31, 2018

TWRU PRIVATE WEALTH MANAGEMENT, LLC

RIA

CRD#: 117222

BATON ROUGE, LA

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

Louisiana
(8/7/2018)

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 65

Date: 4/4/2013

Uniform Investment Adviser Law Examination

Current Firm

IRONWOOD INVESTMENT ADVISERS, LLC

CRD#: 286591 / SEC#:

Louisiana

Registered Investment Advisory firm - (4/5/2017 Approved)

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Contact information

Main Address

Port Allen, LA

Mailing Address

Phone number

(225) 235-0277

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	95
AUM (Assets Under Management)	$ 20,127,415

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 E. Lefebvre

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad Everett Lefebvre's CRS (Customer Relationship Summary).

Certified licenses

Experience

IRONWOOD INVESTMENT ADVISERS, LLC

TWRU PRIVATE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/4/2013

Current Firm

IRONWOOD INVESTMENT ADVISERS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

IRONWOOD INVESTMENT ADVISERS, LLC

TRUST BUT VERIFY

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