Advisor at Avalon Financial LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Slayton, MN
Credentials
Series 65
Industry experience
6 years
Chad Conway is a Series 65-licensed financial advisor with six years of industry experience. He is the sole advisor at Avalon Financial LLC, an independent firm based in Slayton, MN, where he has worked since 2020. Prior to this, he operated Conway Financial Consulting, LLC, and was employed at YMCA and Southwest Minnesota State University. Avalon Financial serves private individual clients across taxable, retirement, and education accounts, managing approximately $4.2 million for about 28 clients. The firm employs a discretionary portfolio management approach focused on individualized risk assessment, fundamental analysis, direct stock ownership, and tax-aware holding strategies, supplemented by comprehensive financial planning and regular client communications.
Based on Avalon Financial LLC
Based on Avalon Financial LLC
0.50% annually (charged quarterly at 0.125% per quarter)
Slayton, MN
Minnesota · South Dakota
Avalon Financial, LLC
2020 - Present (6 years)
Ymca
2018 - 2023 (5 years)
Conway Financial Consulting, LLC
2016 - 2018 (2 years)
SMSU
2012 - 2016 (4 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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