Chad McKown
Wealth Advisor at Revolution Group LLC. | Creating Personalized Portfolios Based on Research and Experience to Provide Optimized Results.
- Role
- Wealth Advisor at Revolution Group, LLC
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Chad McKown
Did you know that only approximately 3-7% of active fund managers out perform the index? With over 10 years of experience, I personalize portfolios around my clients needs using methodology based on years of research that historically allows for better returns, greater tax efficiency, and less risk and volatility. What makes working with me different is that we have a deep network into private equity, private credit and infrastructure. I\'ll also work with accountants and estate planning attorneys to help create and implement tax minimization and estate preservation strategies. Most importantly always working under the Real Fiduciary Standard.
Experience
Wealth Advisor
Feb 2022 — Present
Education
University of Nebraska-Lincoln
Bachelor of Science (B.S.), Criminal Justice
1993 — 1998
Scotus Central Catholic
High School Diploma
1989 — 1993
Skills
- Health Insurance
- Iras
- Investments
- Estate Strategies
- Long Term Care Insurance
- Life Insurance
- Retirement Planning
- Long-Term Care
- Disability Income Insurance
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