Chad R. Bester, Cfp®
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Chad R. Bester, Cfp® Email & Phone Number

Founding Partner-Mount Yale Advisor Partners at Mount Yale Capital Group
Location: Minneapolis, Minnesota, United States 7 work roles 2 schools
1 work email found @mtyale.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

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Work email c****@mtyale.com
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Current company
Mount Yale Capital Group
Role
Founding Partner-Mount Yale Advisor Partners
Location
Minneapolis, Minnesota, United States
Company size
21 employees

Who is Chad R. Bester, Cfp®? Overview

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Quick answer

Chad R. Bester, Cfp® is listed as Founding Partner-Mount Yale Advisor Partners at Mount Yale Capital Group, a company with 21 employees, based in Minneapolis, Minnesota, United States. AeroLeads shows a work email signal at mtyale.com and a matched LinkedIn profile for Chad R. Bester, Cfp®.

Chad R. Bester, Cfp® previously worked as Partner, President-Mount Yale Advisor Partners at Mount Yale Capital Group and Partner, Senior Vice President-Investments at Mount Yale Capital Group. Chad R. Bester, Cfp® holds Bachelor'S Degree, Economics And Management from Hamline University.

Company email context

Email format at Mount Yale Capital Group

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*@mtyale.com
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Profile bio

About Chad R. Bester, Cfp®

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

Current workplace

Chad R. Bester, Cfp®'s current company

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Mount Yale Capital Group
Mount Yale Capital Group
Founding Partner-Mount Yale Advisor Partners
united states
Website
mtyale.com
Employees
21
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7 roles

Chad R. Bester, Cfp® work experience

A career timeline built from the work history available for this profile.

Founding Partner-Mount Yale Advisor Partners

Current
Mount Yale Capital Group

Bloomington, Minnesota, United States

Mar 2023 - Present

Partner, President-Mount Yale Advisor Partners

Mount Yale Capital Group

Bloomington, Minnesota, United States

Oct 2022 - Apr 2023

Partner, Senior Vice President-Investments

Mount Yale Capital Group

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.

Jun 2021 - Apr 2023

Board Of Trustees

Current
Hamline University

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..

Jul 2019 - Present

Managing Director-Investments/Private Wealth Financial Advisor

Wells Fargo Advisors

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.

May 2019 - Jul 2021

Senior Vice President-Investments/Senior Financial Advisor

Wells Fargo Advisors

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.

Jun 2002 - May 2019

Intern

Wells Fargo Advisors

Learning and assisting in Investment Planning with a Senior Financial Consultant.

May 1999 - Jun 2002
Team & coworkers

Colleagues at Mount Yale Capital Group

Other employees you can reach at mtyale.com. View company contacts for 21 employees →

JM Jami Mackenzie Jami Mackenzie Colleague at Mount Yale Capital GroupDenver, Colorado, United States, United States View → NW Nancy Wefler Nancy Wefler Colleague at Mount Yale Capital GroupMinneapolis, Minnesota, United States, United States View → CM Chris Moran Chris Moran Colleague at Mount Yale Capital GroupMinneapolis, Minnesota, United States, United States View → DH Dan Hall Dan Hall Colleague at Mount Yale Capital GroupSt Paul, Minnesota, United States, United States View → TS Thomas Seitz Thomas Seitz Colleague at Mount Yale Capital GroupMinneapolis, Minnesota, United States, United States View → MP Mark Preston Mark Preston Colleague at Mount Yale Capital GroupLittleton, Colorado, United States, United States View → YK Yona Klein, Cima® Yona Klein, Cima® Colleague at Mount Yale Capital GroupNew York City Metropolitan Area, United States View → LL Lisa Lee Lisa Lee Colleague at Mount Yale Capital GroupMinneapolis, Minnesota, United States, United States View → JI Joe Ims Joe Ims Colleague at Mount Yale Capital GroupUnited States, United States View → DP David Peterson David Peterson Colleague at Mount Yale Capital GroupMinneapolis, Minnesota, United States, United States View →
2 education records

Chad R. Bester, Cfp® education

Bachelor'S Degree, Economics And Management

Hamline University

Activities and Societies: Cofounder of Hamline Investment Club

Education record

Mounds View High School
FAQ

Frequently asked questions about Chad R. Bester, Cfp®

Quick answers generated from the profile data available on this page.

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 Mount Yale Capital Group?

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

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

AeroLeads has found 1 work email signal at @mtyale.com for Chad R. Bester, Cfp® at Mount Yale Capital Group.

Where is Chad R. Bester, Cfp® based?

Chad R. Bester, Cfp® is based in Minneapolis, Minnesota, United States while working with Mount Yale Capital Group.

What companies has Chad R. Bester, Cfp® worked for?

Chad R. Bester, Cfp® has worked for Mount Yale Capital Group, Hamline University, and Wells Fargo Advisors.

Who are Chad R. Bester, Cfp®'s colleagues at Mount Yale Capital Group?

Chad R. Bester, Cfp®'s colleagues at Mount Yale Capital Group include Jami Mackenzie, Nancy Wefler, Chris Moran, Dan Hall, and Thomas Seitz.

How can I contact Chad R. Bester, Cfp®?

You can use AeroLeads to view verified contact signals for Chad R. Bester, Cfp® at Mount Yale Capital Group, including work email, phone, and LinkedIn data when available.

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

Chad R. Bester, Cfp® holds Bachelor'S Degree, Economics And Management from Hamline University.

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