Adviser and broker representative · Nicolet Wealth Management
Chad W. Terry
CRD 3112718 · West Des Moines, IA
At a glance
Chad W. Terry is an investment adviser representative with Nicolet Wealth Management in West Des Moines, IA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Chad’s SEC record dates to 2002, about 24 years ago. Chad is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Nicolet Wealth ManagementSince April 2026West Des Moines, IA · $4.3B in regulatory assets
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Chad’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 7 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.