Chad Mckown, Cltc, Caia-Fa

Chad Mckown, Cltc, Caia-Fa Email and Phone Number

Wealth Advisor at Revolution Group LLC. | Creating Personalized Portfolios Based on Research and Experience to Provide Optimized Results. @ Revolution Group, LLC
omaha, nebraska, united states
Chad Mckown, Cltc, Caia-Fa's Location
Omaha, Nebraska, United States, United States
Chad Mckown, Cltc, Caia-Fa's Contact Details

Chad Mckown, Cltc, Caia-Fa work email

Chad Mckown, Cltc, Caia-Fa personal email

n/a
About Chad Mckown, Cltc, Caia-Fa

Did you know that only approximately 3-7% of active fund managers out perform the index? With over 10 years of experience, I personalize portfolios around my clients needs using methodology based on years of research that historically allows for better returns, greater tax efficiency, and less risk and volatility. What makes working with me different is that we have a deep network into private equity, private credit and infrastructure. I'll also work with accountants and estate planning attorneys to help create and implement tax minimization and estate preservation strategies. Most importantly always working under the Real Fiduciary Standard.

Chad Mckown, Cltc, Caia-Fa's Current Company Details
Revolution Group, LLC

Revolution Group, Llc

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Wealth Advisor at Revolution Group LLC. | Creating Personalized Portfolios Based on Research and Experience to Provide Optimized Results.
omaha, nebraska, united states
Website:
revgroupllc.com
Employees:
12
Chad Mckown, Cltc, Caia-Fa Work Experience Details
  • Revolution Group, Llc
    Wealth Advisor
    Revolution Group, Llc Feb 2022 - Present
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  • Thrivent Financial
    Financial Advisor
    Thrivent Financial Nov 2011 - Mar 2022
    As a Fortune 500 not-for-profit membership organization, Thrivent helps its members achieve financial security by offering a broad range of products and services. What makes us different is what makes us strong. Because Thrivent is membership-owned, we don’t answer to shareholders. We make decisions based on our members' best interests. In addition, we make it easier for you to help your congregation and community through outreach programs and activities.For Thrivent social media guidelines and important disclosure information visit Thrivent.com/social.
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Chad Mckown, Cltc, Caia-Fa Education Details

Frequently Asked Questions about Chad Mckown, Cltc, Caia-Fa

What company does Chad Mckown, Cltc, Caia-Fa work for?

Chad Mckown, Cltc, Caia-Fa works for Revolution Group, Llc

What is Chad Mckown, Cltc, Caia-Fa's role at the current company?

Chad Mckown, Cltc, Caia-Fa's current role is Wealth Advisor at Revolution Group LLC. | Creating Personalized Portfolios Based on Research and Experience to Provide Optimized Results..

What is Chad Mckown, Cltc, Caia-Fa's email address?

Chad Mckown, Cltc, Caia-Fa's email address is cm****@****oup.com

What schools did Chad Mckown, Cltc, Caia-Fa attend?

Chad Mckown, Cltc, Caia-Fa attended University Of Nebraska-Lincoln, Scotus Central Catholic.

Who are Chad Mckown, Cltc, Caia-Fa's colleagues?

Chad Mckown, Cltc, Caia-Fa's colleagues are Ryan Brown, Dylan Amick, Megan F., Ryan Fleischer.

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