Chad Boisseau, CRPC®, APMA® in

Chad Boisseau, CRPC®, APMA®

Login to view DISC.
Financial Advisor at RoseStone Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC
📍 Greater New Orleans Region, United States

Chad Boisseau is a Financial Advisor with RoseStone Wealth Advisors, a private wealth advisory practice of Ameriprise. He focuses on creating personalized financial plans to help clients feel confident and in control. He holds the Chartered Retirement Planning Counselor designation and has been with Ameriprise since 2005.

Outside of work, Chad is a family man who enjoys spending time with his wife and three children. He is also an avid golfer and enjoys cheering for his favorite sports teams. His interests include staying informed via The Wall Street Journal and Harvard Business Review.

He has built his entire career at Ameriprise Financial Services, starting in 2005.

Read the full overview →
Experience
25 Years
Current Role
Financial Advisor
Location
Greater New Orleans Region, United States
Personality Overview

How Chad shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Chad cares about

Retirement Planning
He is a Chartered Retirement Planning Counselor (CRPC®) and specializes in retirement planning strategies for his clients.
Investment Strategies
Regularly shares market outlooks and economic analysis from Ameriprise's Investment Research Group, focusing on portfolio management.
+5 more topics Login to view topics
Career

Work history

1-2020
Financial Advisor
RoseStone Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC
7-2015 - 1-2020
Business Development Director
Ameriprise Financial Services, Inc.
12-2014 - 7-2015
Sales & Marketing/Investments/Insurance
Chad Boisseau
8-2009 - 12-2014
Regional Sales Director- Southeast
Ameriprise Financial Services, Inc.
1-2004 - 5-2009
Director of Advice Sales
Ameriprise Financial Services, Inc.
In the press

Media appearances

Chad Boisseau CRPC, APMA in Metairie, LA - Ameriprise advisor. Featured in Ameriprise Advisors
See now
RoseStone Wealth Advisors congratulates Chad Boisseau on an incredible 26‑year journey. Featured in Facebook
+1 more appearances Login to view media
Education
Bachelor of Science (B.S) Family Studies & Human Services - Emphasis:Financial Planning
Kansas State University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Albert Elorm Akpaloo, MBA, APMA®, CRPC®
Albert Elorm Akpaloo, MBA, APMA®, CRPC®
Associate Financial Advisor
RoseStone Wealth Advisors
 Megan Feulner-Hauser, CFP®, BFA™
Megan Feulner-Hauser, CFP®, BFA™
Financial Advisor
RoseStone Wealth Advisors a private wealth advisory practice of Ameriprise Financial Services, LLC.
 Christopher Steinsholt, MBA, MPAS™, APMA®, CRPC™
Christopher Steinsholt, MBA, MPAS™, APMA®, CRPC™
Financial Advisor
RoseStone Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC
 Maria Czyzycka
Maria Czyzycka
Chief Revenue Officer
LiveKid
Unlock the full playbookSee exactly how to sell to Chad. Free, 10 seconds.