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portrait of Chad A Troester
FINANCIAL ADVISOR

Chad A Troester

5332 S 138th St Suite 205, Omaha, NE 68137opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Chad

Money is not a goal – it's a tool.

Your goals are not driven by money but supported by it. I take great care in finding out why the goals you have are important to you. I take a step-by-step process to identify, expand upon and find the "whys" behind them.

I've been serving clients in the financial services industry for over 25 years. My "why" for becoming a financial advisor comes from my experience with my own family. I saw my grandparents struggle in retirement because they had no financial advisors to guide them. They relied solely upon Social Security. I...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Entrepreneurs & Business Owners
  • Healthcare Professionals
  • Intergenerational Planning

Work History

  • Edward JonesJune 2024 to Current
  • ThriventJune 2018 to June 2024

Education

  • Midland UniversityBachelor of Science

Personal Interests

  • Sports Enthusiast
  • Baseball
  • Golfing
  • Music
  • Animal Rescue

Team Members

  • Rachel Wilson
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(402) 896-2380

Fax

(888) 361-9105

Office Address

5332 S 138th St Suite 205
Omaha, NE 68137opens in a new window

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