Chad Martindale

Chad Martindale

CFP®, BFA, APMA®

Private Wealth Advisor
Chief Executive Officer of
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team
  • Market insights

    Read the latest market and economic updates from Ameriprise experts.
    Read more
  • Financial confidence

    To see where you stand across key financial areas, take the 3-Minute Confident Retirement® check.
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Background and qualification information is available at FINRA's BrokerCheck website.

My commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.

We're All Busy!

We have a variety of options to offer regarding ways we can meet to talk about your financial life:

  • WebEx meetings
  • Conference calls
  • In person meetings

And, our technology tools make it easy to:

  • check your accounts online
  • find an ATM
  • deposit checks
  • send secure messages
  • transfer money in/out securely
  • upload and share documents with us
  • save your personal files
  • sign documents electronically
  • prepare for meetings or follow up using online "To Dos"
  • receive appointment reminders
  • organize all of your accounts from different firms in one location-Total View
  • store a secure copy of your passport for access anywhere in the world

My videos

7 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)