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Chad W Schiel

Top 3% of Financial Advisors/Wealth Managers in Orange County, Marine Veteran & CNBC Commentator

Independent Financial Group, LLC

San Juan Capistrano

CA

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
  • Pension Consulting

  • Portfolio Management

Funds

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Independent Financial Group 8 years, 2 months Feb 2012 - Present
Edward Jones 2 years, 5 months Aug 2009 - Jan 2012

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Chad Schiel

The Horse Manure of Investment Forecasting
Published 2016-04-14 16:23:04
Breaking the Emotional Cycle of Investing
Published 2016-04-12 15:48:24
The ABC's of Tax Loss Harvesting
Published 2016-04-12 16:05:55
Looking for PMS when Investing
Published 2016-04-12 16:10:05
Developing a Plan for Your Financial Future
Published 2016-04-12 16:11:21
Why Vietnam Veterans Are My Heroes
Published 2016-04-12 16:22:04
Maximizing Your Legacy as a Foregn National
Published 2016-04-12 16:23:18
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    I worked for Quiksilver Inc in 2005 how can i find my 401 k plan?
    Call the plan administrator and ask about where the plan was held at that time. There was a bit of movement after the 2008 financial crisis, so you might have to call a few places, but the plan administrator is the best place to start....  (more)
    Answered Apr 2016
    I worked at nationals for yrs I put in to my 401k but now I Want to go to school I want to cash out what do I do?
    You always have the freedom to cash out your 401k or IRA. Just understand that taxes and penalties will apply. First find out why is your 401k custodian, Fidelity or American Funds for example. Call them up and navigate their prompts as directed. You will need to provide them with a bit of informati...  (more)
    Answered Apr 2016
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        May 6, 2019
      FINRA
      FINRA
      • license status
        Registered
      • disclosures
        None
      • as of date
        May 6, 2019
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Advisor

      Last updated on May 8, 2019
        • $17.5M
          Total Assets Under Management
        • $0
          Total Assets Under Advisement
        • 102
          number of clients
        • $171.6K
          Estimated Average Account Balance Per Client

      Independent Financial Group, LLC

      Last updated on March 26, 2020
        • $3.7B
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 15K
          Accounts
        • $246.1K
          Estimated Average Account Balance

      Fees

      Types of Compensation Arrangements