Chad R. Bester, Cfp®

Chad R. Bester, Cfp® Email and Phone Number

Founding Partner-Mount Yale Advisor Partners @ Mount Yale Capital Group
united states
Chad R. Bester, Cfp®'s Location
Minneapolis, Minnesota, United States, United States
Chad R. Bester, Cfp®'s Contact Details

Chad R. Bester, Cfp® work email

Chad R. Bester, Cfp® personal email

n/a
About Chad R. Bester, Cfp®

Chad R. Bester, Cfp® is a Founding Partner-Mount Yale Advisor Partners at Mount Yale Capital Group.

Chad R. Bester, Cfp®'s Current Company Details
Mount Yale Capital Group

Mount Yale Capital Group

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Founding Partner-Mount Yale Advisor Partners
united states
Website:
mtyale.com
Employees:
21
Chad R. Bester, Cfp® Work Experience Details
  • Mount Yale Capital Group
    Founding Partner-Mount Yale Advisor Partners
    Mount Yale Capital Group Mar 2023 - Present
    Bloomington, Minnesota, United States
    View
  • Mount Yale Capital Group
    Partner, President-Mount Yale Advisor Partners
    Mount Yale Capital Group Oct 2022 - Apr 2023
    Bloomington, Minnesota, United States
    View
  • Mount Yale Capital Group
    Partner, Senior Vice President-Investments
    Mount Yale Capital Group Jun 2021 - Apr 2023
    Bloomington, Minnesota, United States
    We work with a select group of individuals and families to create a long-term strategy which is then customized to meet their unique retirement and estate planning needs while using tax-efficient strategies. This plan is monitored and readjusted using our disciplined approach so our clients can be confident in their plan. Our clients become our friends over the years and we enjoy meeting with them and getting to know their families. I am a CERTIFIED FINANCIAL PLANNER™ practitioner and adhere to their code of ethics, including every relationship is built around our clients' financial plan.Advisory serviced provided by Mount Yale Investment Advisors, LLC
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  • Hamline University
    Board Of Trustees
    Hamline University Jul 2019 - Present
    St. Paul, Mn
    I am honored to serve a storied institution that has provided me so much opportunity.My favorite part of Hamline's mission;Today, the Hamline community is driven by that same spirit, brought to life in the words of John Wesley:"Do all the good you can. By all the means you can. In all the ways you can. In all the places you can. At all the times you can. To all the people you can. As long as ever you can."
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  • Wells Fargo Advisors
    Managing Director-Investments/Private Wealth Financial Advisor
    Wells Fargo Advisors May 2019 - Jul 2021
    Wells Fargo Center, Minneapolis
    We work with a select group of individuals and families to create a long term strategy which is then customized to meet their unique retirement and estate plan and optimized for tax efficiency. This plan is consistently monitored and readjusted using our proven approach so our clients can be confident in their plan. Our clients become our friends over the years and we enjoy meeting our friends. I am a CERTIFIED FINANCIAL PLANNER™ practitioner and adhere to their code of ethics, including every relationship is built around our clients' investment plan. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/MAY LOSE VALUE
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  • Wells Fargo Advisors
    Senior Vice President-Investments/Senior Financial Advisor
    Wells Fargo Advisors Jun 2002 - May 2019
    Wells Fargo Center, Minneapolis
    We work with a select group of individuals and families to create a long term strategy which is then customized to meet their unique retirement and estate plan and optimized for tax efficiency. This plan is consistently monitored and readjusted using our proven approach so our clients can be confident in their plan. Our clients become our friends over the years and we enjoy meeting our friends. I am a CERTIFIED FINANCIAL PLANNER™ practitioner and adhere to their code of ethics, including every relationship is built around our clients' investment plan. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/MAY LOSE VALUE
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  • Wells Fargo Advisors
    Intern
    Wells Fargo Advisors May 1999 - Jun 2002
    Learning and assisting in Investment Planning with a Senior Financial Consultant.
    View

Chad R. Bester, Cfp® Education Details

  • Hamline University
    Hamline University
    Economics And Management
  • Mounds View High School
    Mounds View High School

Frequently Asked Questions about Chad R. Bester, Cfp®

What company does Chad R. Bester, Cfp® work for?

Chad R. Bester, Cfp® works for Mount Yale Capital Group

What is Chad R. Bester, Cfp®'s role at the current company?

Chad R. Bester, Cfp®'s current role is Founding Partner-Mount Yale Advisor Partners.

What is Chad R. Bester, Cfp®'s email address?

Chad R. Bester, Cfp®'s email address is ch****@****ale.com

What schools did Chad R. Bester, Cfp® attend?

Chad R. Bester, Cfp® attended Hamline University, Mounds View High School.

Who are Chad R. Bester, Cfp®'s colleagues?

Chad R. Bester, Cfp®'s colleagues are David Peterson, Debbie Janey, Chris Moran, Nancy Wefler, Christopher Nelson, Eric Englebrecht, Mark Preston.

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