Financial Advisor Career
Wade began his career in financial services in 2000 and has since worked to amass a considerable core knowledge of individual and institutional investing. Over his career he has spent time as a Financial Advisor with American Express Financial Advisors; a relationship Manager with Prudential Retirement, providing education and guidance to nearly $1.2 billion in qualified retirement plans; a Vice President with American Trust and Savings bank, developing and growing its affiliate registered Investment Advisor, ATFinancial Advisors, to over $1 billion in client assets; as VP of Business Development with RDA Financial Network, overseeing its wealth management program and recruiting financial advisors to the firm and most recently Northwest Banks’s Investment Management Group (IMG) as AVP Investment Officer.
Graduate, Father, Volunteer
Wade is a graduate of the University of Wisconsin-Stout and has lived in Iowa with his daughters, Haley and Lauren since 2000. He enjoys being a dad, reading, exercising, and also being an avid outdoorsman, being especially fond of ice fishing. He is very proud that both of his girls enjoy hunting with him.
Wade is involved in the community as a United Way volunteer, a March of Dimes volunteer, 100+ Men Who Care and is a member of St. Matthias Catholic Church.