Broker Check
Chad Bosch, LUTCF, FSCP

Chad Bosch, LUTCF, FSCP

Partner

Chad has been a financial professional for 24+ years, and he enjoys assisting his clients to help them prepare and achieve financial freedom for their retirement years.  Chad is focused on building long term client relationships and implementing strategies to achieve those goals. He often works jointly with his Bosch Financial business partners as an added resource for his clients.

Chad attended Kirkwood Community College and played baseball there prior to completing his education at the University of Northern Iowa. 

Chad resides in Shueyville, IA with his wife Sheri, two daughters Mikayla & Olivia, and their Frenchie, Theo! He enjoys traveling & spending time with his family. During his summer months he enjoys his time on the golf course and competing in numerous USGA events. He is an avid Hawkeye, Twins & Vikings fan!

To schedule a meeting with Chad, click here: calendly.com/chadbosch

 Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN).  Annuity and insurance products offered through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and Equitable Network are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.  Your receipt of this e-mail does not necessarily indicate that the sender is able to transact business in your state. [Bosch Financial, Inc. is not owned or operated by Equitable Advisors or Equitable Network] For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary For Retail Investors and General Conflicts of Interest Disclosure.

Bosch Financial, Inc. is not owned or operated by Equitable Advisors or Equitable Network.