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Chad M

Series 66

Cold Spring, MN

Cetera

Chad Middendorf is a financial advisor at Cetera with over 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Voya Financial Advisors and Wealthcare Financial Services. Outside of his advisory work, he owns and operates a tanning salon and serves on the board of a nonprofit organization in the Upper Midwest. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diversified portfolio management and financial planning through a multi-manager platform that includes affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Connor C

Series 63, Series 65

Cold Spring, MN

Cetera

Connor Comstock is a financial advisor at Cetera with one year of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at American National Bank of MN and Cash Wise Foods. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by over 10,000 advisors and more than $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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