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Detailed Report
Chad Edwin Greenway
CRD#: 4883757
IA
Investment Adviser
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Broker
ADVICE AND PLANNING SERVICESCRD#: 20472 14301 FNB Parkway
Suites 100
Omaha, NE 68154
Registration History
2010201220142016201820202022202420262 FIRMS2011 - 2017 (6 years)2 FIRMS2017 - Present (7 years)BTD AMERITRADE, INC. (CRD# 7870)2010 - 2017 (7 years)
License(s)

State Registrations

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Colorado 11/22/2021
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Nebraska 10/30/2017
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Iowa 10/30/2017
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Nebraska 10/30/2017
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Kansas 4/22/2021
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South Dakota 10/30/2017
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Missouri 9/26/2018

SRO Registrations

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 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
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ADVICE AND PLANNING SERVICES (CRD#:20472)
14301 FNB Parkway Suites 100, Omaha, NE 68154
233 S. 13th Street Suite 1100, Lincoln, NE 68508
Registered with this firm since 10/30/2017
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TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CRD#:20472)
14301 FNB Parkway Suites 100, Omaha, NE 68154
233 S. 13th Street Suite 1100, Lincoln, NE 68508
Registered with this firm since 10/30/2017
Previous Registration(s)
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 02/11/2011 - 10/13/2017 TD AMERITRADE INVESTMENT MANAGEMENT, LLC (CRD#:111514) OMAHA, NE
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 02/11/2011 - 10/13/2017 TD AMERITRADE, INC. (CRD#:7870) OMAHA, NE
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 05/03/2010 - 10/13/2017 TD AMERITRADE, INC. (CRD#:7870) OMAHA, NE
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.