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Chad Michael Chesnut

Advisor at Equitable Advisors — Lonedell, MO

Updated today

Credentials

Series 63, Series 66

Experience

12 years

Location

Lonedell, MO

Equitable Advisors logo

Equitable Advisors

Institution

Total advisors

4,715

Across 976 offices

Clients per advisor

16 Very Low

Avg AUM per client

$609,299 High

HNW client ratio

47% Very High

About

Chad Chesnut is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has worked at Equitable Advisors since 2017 and previously was with ScottTrade from 2013 to 2017. Outside of his advisory role, Chesnut owns and operates Ethereal Lavender & Ranch, a lavender farm in Lonedell, Missouri. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party programs to deliver advisory services and provides ERISA fiduciary services to qualified plans.

Client services

Based on Equitable Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Equitable Advisors

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance

Occupation focus

Based on Equitable Advisors

Founder/Business Owner Retired Executive

Demographic focus

Based on Equitable Advisors

Approaching retirement Sandwich Generation

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Fee options

Fixed

Financial planning fixed fees range from $250 to $25,000.

Percentage

$0+: 0% for financial planning fees (not AUM based) $0+: 0.20% to 2.50% annually for asset management advisory services, depending on the LPL or TAMP program and asset levels as summarized in detailed tier chart $0+: 0.30% to 2.50% maximum annual advisory fees across various LPL programs and TAMPs, negotiable

Commissions

Brokerage and insurance commissions are received when clients purchase such products separately from advisory services.

Project-based

Financial planning hourly fees generally range from $100 to $400 per hour.

Other

Minimum fee: Financial planning fixed fees range from $250 to $25,000 for new clients; follow-on reviews range from $250 to $12,500. Hourly rates range from $100 to $400 per hour. Fee-only: Financial planning fixed fees $250 to $25,000, hourly fees $100 to $400 per hour.

Location

See office

Lonedell, MO

Lonedell MO

Advisors at this office

1

Most active in

Missouri · Texas

Work history

12 years of industry experience

Equitable Advisors

2017 - Present • 9 years

New York, NY

Equitable

2017 - Present • 9 years

Creve Coeur, MO

AXA Advisors, LLC

2017 - 2020 • 3 years

New York, NY

AXA Equitable

2017 - 2020 • 3 years

Creve Coeur, MO

ScottTrade

2013 - 2017 • 4 years

Saint Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Anthony R

Series 65

Hillsboro, MO

Pinkerton Wealth Partners

Anthony Roylance is a financial advisor at Pinkerton Wealth Partners with 13 years of industry experience. He holds a Series 65 designation and has worked at multiple firms including Capital Management Services, Inc. and William E Sherman and Associates. Roylance has also served with the Fenton Fire Protection District for over two decades. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm utilizes a disciplined, formula-driven investment process combining technical, quantitative, and fundamental analysis across active, passive, and tactical strategies.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Long-term care insurance Founder/Business Owner Retired Approaching retirement
user avatar

Billy W

Series 63, Series 65

Union, MO

Benjamin F. Edwards & Company, Inc.

Billy Wisdom is a financial advisor at Benjamin F. Edwards & Company, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Benjamin F. Edwards since 2009, following prior roles at Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons. Outside of his advisory role, he is the owner of Wisdom Designs, a non-investment-related business. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a range of clients including individuals, high-net-worth clients, and institutions. The firm offers diversified advisory programs and combines proprietary strategies with third-party models, providing both discretionary and non-discretionary managed solutions.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
user avatar

Zachariah C

Series 63, Series 66

Hillsboro, MO

Kestra Advisory

Zachariah Curry is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Principal Life Insurance Company, Principal Securities Inc, and OneAmerica Securities. In addition to his advisory work at Kestra, he owns Christian Financial Services, an insurance practice. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes plan sponsors, institutional investors, and individuals. The firm offers services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving some large institutional clients, including sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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J D

Series 66

Villa Ridge, MO

&PARTNERS

J Delmain is a financial advisor with \u0026Partners, holding a Series 66 designation and 22 years of industry experience. Prior to joining \u0026Partners in 2024, he worked at UBS Financial Services for 11 years. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning through a combination of proprietary and third-party strategies, using fundamental, technical, and quantitative analysis along with ongoing monitoring and reviews.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Lucas J

Series 66

Union, MO

Kestra Advisory

Lucas Johnson is a financial advisor with Kestra Advisory, holding the Series 66 designation and bringing 12 years of industry experience. Prior to joining Kestra Advisory in 2017, he worked at National Planning Corporation from 2014 to 2017. In addition to his advisory role, Johnson is the president of St. Jordan Creek, Incorporated, a wine production and alcohol sales business. He also provides consulting services related to divorce financial analysis and asset tracing. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm provides fiduciary services, plan design, compliance testing, investment due diligence, and employee education, serving large institutional investors and managing approximately $79.8 billion in assets under management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Sharon Y

Series 66

House Springs, MO

Oppenheimer

Sharon Young is a financial advisor with Oppenheimer, holding a Series 66 designation and 15 years of industry experience. She has been with Oppenheimer since 2013 and previously worked at Wells Fargo Clearing in 2012. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of investment and advisory programs with both discretionary and non-discretionary services, including equity, balanced, and fixed-income portfolios, as well as consulting and retirement planning.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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