Raymond James Financial Services Advisors
38yrs
Top 4% by experience in Minot
22yrs
Chad Thuner
Financial advisor at Lincoln Investment
Based in Minot, North Dakota, Chad Thuner is a fiduciary financial advisor with 22 years of industry experience. Chad has been with Lincoln Investment since 2023; before that, Chad spent two years at Calton & Associates and 11 years at Capital Financial Services. Lincoln Investment offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 51 advisors with offices in Minot, and one of 47 fiduciaries.
At a glance
Experience22 years (since 2005)
How that compares ?More experience than 70% of advisors in North Dakota
OfficeMinot, ND
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$157,266
Advisors at the firm900
States licensed ?1 state
Services through Lincoln Investment
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowLincoln InvestmentCurrent firm
- Aug 2019 – Mar 2021Calton & Associates, Inc.Previously
- 2008 – 2019Capital Financial Services, Inc.Previously
Contact Chad
(215) 887-8111Firm headquarters in Fort Washington, PA. Ask for Chad. Minot, NDOffice · Get directions Facebook pageLincoln InvestmentIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Chad
Tailored to Chad’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Chad
How do I contact Chad?
Call Lincoln Investment at (215) 887-8111 and ask for Chad Thuner. Chad works from the Minot, ND office.
How long has Chad been a financial advisor?
Chad has been in the industry since 2005, about 22 years. More experience than 70% of advisors in North Dakota.
What licenses does Chad hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Chad a fiduciary?
Chad is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Chad paid?
Lincoln Investment reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Chad for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Ameriprise Financial Services
38yrs
Top 4% by experience in Minot
Osaic Wealth
33yrs
Top 6% by experience in Minot
Raymond James Financial Services Advisors
32yrs
Top 8% by experience in Minot
Edward Jones
30yrs
Top 5% by experience at Edward Jones
Edward Jones
28yrs
Top 7% by experience at Edward Jones