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RIA / WealthAdvisorCertified Financial Planner26 years in industry

CHAD RYAN FRANTZEN

Advisor at WEALTHBUILDERS INVESTMENTS

GREENWOOD VILLAGE, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6ebce1ba-cd3d-a653-a07e-b4a565ef6cee

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 1
Observed: Jun 4, 2003 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Chad Ryan Frantzen

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WEALTHBUILDERS INVESTMENTS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 11, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Sep 11, 2000
First registration: Jun 4, 2003
Dual registered: no
IAPD individual key: 4210741

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WEALTHBUILDERS INVESTMENTS	Independent wealth	Jan 21, 2025	n/a	yes	GREENWOOD VILLAGE, CO	Current employment
WEALTHBUILDERS INVESTMENTS	Independent wealth	Jan 23, 2015	Dec 31, 2024	no	COLORADO SPRINGS, CO\|GREENWOOD VILLAGE, CO\|Dallas, TX	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Aug 31, 2007	Jan 29, 2015	no	DALLAS, TX\|DALLAS, TX\|COLORADO SPRINGS, CO	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Jun 4, 2003	Sep 6, 2007	no	DALLAS, TX\|DALLAS, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL FINANCIAL LLC	WEALTHBUILDERS INVESTMENTS	Jan 29, 2015	Jan 23, 2015	-6	Firm change	Other
A. G. EDWARDS & SONS, INC.	LPL FINANCIAL LLC	Sep 6, 2007	Aug 31, 2007	-6	Firm change	Other

Relationships

Registered with (3)

→ WEALTHBUILDERS INVESTMENTSRegistered adviserregistration: previous registration
Jan 23, 2015 to Dec 31, 2024factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Aug 31, 2007 to Jan 29, 2015factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Jun 4, 2003 to Sep 6, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6ebce1ba-cd3d-a653-a07e-b4a565ef6cee
First observed: Jun 4, 2003
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CHAD RYAN FRANTZEN

Advisor at WEALTHBUILDERS INVESTMENTS

GREENWOOD VILLAGE, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6ebce1ba-cd3d-a653-a07e-b4a565ef6cee

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:57 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

WEALTHBUILDERS INVESTMENTS

Independent wealth

Jan 21, 2025

n/a

yes

GREENWOOD VILLAGE, CO

Current employment

WEALTHBUILDERS INVESTMENTS

Independent wealth

Jan 23, 2015

Dec 31, 2024

COLORADO SPRINGS, CO|GREENWOOD VILLAGE, CO|Dallas, TX

Previous registration

LPL FINANCIAL LLC

Bd affiliated wealth

Aug 31, 2007

Jan 29, 2015

DALLAS, TX|DALLAS, TX|COLORADO SPRINGS, CO

Previous registration

A. G. EDWARDS & SONS, INC.

n/a

Jun 4, 2003

Sep 6, 2007

DALLAS, TX|DALLAS, TX

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

LPL FINANCIAL LLC

WEALTHBUILDERS INVESTMENTS

Jan 29, 2015

Jan 23, 2015

-6

Firm change

Other

A. G. EDWARDS & SONS, INC.

LPL FINANCIAL LLC

Sep 6, 2007

Aug 31, 2007

-6

Firm change

Other