CFP®, CFA®, Series 7 Securities Registration,1 Series 66 Advisory Registration, † Insurance License
Chad has played an instrumental role in the Hockert-Whiley-Essman team’s success for nearly a decade. His passion is educating clients about the risks they face in retirement by breaking down complex situations into easy-to-understand pieces so they can make the best financial decisions for their retirement. He enjoys helping clients pursue their retirement goals by leveraging his financial background and unique combination of designations.
A graduate of the University of Minnesota’s Carlson School of Business with a bachelor’s degree in Finance, Chad has obtained the rare combination of CERTIFIED FINANCIAL PLANNER™ professional and Charter Financial Analyst® designations. He is also a seven-year winner (2013-2019) of the “FIVE STAR Wealth Manager” as noted in Mpls.St.Paul Magazine and Twin Cities Business magazine.2
Chad and his wife Maddie enjoy spending their free time traveling, cooking and volunteering within the community.
The Hockert-Whiley-Essman Financial Advisory team is located in our Plymouth, MN office.
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1 Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. †Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.
2 Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2014, 2015, 2016, 2017, 2018 or 2019 FIVE STAR Wealth Managers.