Partner, Private Wealth Advisor
Current
Sep 2017 - Present
AeroLeads people directory · profile
Chad Lewis, Cfp®, Fbs® Email & Phone Number
Private Wealth Advisor at 1893 Wealth Management
at
1893 Wealth Management
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Private Wealth Advisor at 1893 Wealth Management
Location
Greater Chicago Area, United States, United States
Who is Chad Lewis, Cfp®, Fbs®? Overview
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Quick answer
Chad Lewis, Cfp®, Fbs® is listed as Private Wealth Advisor at 1893 Wealth Management at 1893 Wealth Management, based in Greater Chicago Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Chad Lewis, Cfp®, Fbs®.
Chad Lewis, Cfp®, Fbs® previously worked as Partner, Private Wealth Advisor at 1893 Wealth Management and Financial Advisor at Richardson Financial Wealth Management And Insurance Services. Chad Lewis, Cfp®, Fbs® holds Graduate Certificate, Financial Psychology And Behavioral Finance from Creighton University'S Heider College Of Business.
Company email context
Email format at 1893 Wealth Management
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1893 Wealth Management
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Profile bio
About Chad Lewis, Cfp®, Fbs®
I am Incredibly driven to help passionate and successful people organize and simplify their financial and insurance affairs and architect a plan that will help them achieve maximum financial security. I educate, counsel, and challenge clients to make great personal and financial choices, so that they can envision and accomplish their unique and personal financial dreams.
Current workplace
Chad Lewis, Cfp®, Fbs®'s current company
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4 roles
Chad Lewis, Cfp®, Fbs® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Richardson Financial Wealth Management And Insurance Services
Oct 2014 - Jul 2017
Financial Advisor
Northwestern Mutual
May 2013 - Oct 2014
Financial Advisor
Edward Jones
Oct 2011 - May 2013
2 education records
Chad Lewis, Cfp®, Fbs® education
Graduate Certificate, Financial Psychology And Behavioral Finance
Bachelor Of Science (Bs), Advertising
FAQ
Frequently asked questions about Chad Lewis, Cfp®, Fbs®
Quick answers generated from the profile data available on this page.
What company does Chad Lewis, Cfp®, Fbs® work for?
Chad Lewis, Cfp®, Fbs® works for 1893 Wealth Management.
What is Chad Lewis, Cfp®, Fbs®'s role at 1893 Wealth Management?
Chad Lewis, Cfp®, Fbs® is listed as Private Wealth Advisor at 1893 Wealth Management at 1893 Wealth Management.
Where is Chad Lewis, Cfp®, Fbs® based?
Chad Lewis, Cfp®, Fbs® is based in Greater Chicago Area, United States, United States while working with 1893 Wealth Management.
What companies has Chad Lewis, Cfp®, Fbs® worked for?
Chad Lewis, Cfp®, Fbs® has worked for 1893 Wealth Management, Richardson Financial Wealth Management And Insurance Services, Northwestern Mutual, and Edward Jones.
How can I contact Chad Lewis, Cfp®, Fbs®?
You can use AeroLeads to view verified contact signals for Chad Lewis, Cfp®, Fbs® at 1893 Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Chad Lewis, Cfp®, Fbs® attend?
Chad Lewis, Cfp®, Fbs® holds Graduate Certificate, Financial Psychology And Behavioral Finance from Creighton University'S Heider College Of Business.
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