RBC Capital Markets
47yrs
Top advisor by experience in Minnesota
9yrs
Chad Rice is a financial advisor in Minneapolis, Minnesota, with 9 years in the industry. After a year at Journey Capital Advisers, Chad joined Advanced Capital Group in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Chad holds the CFA designation.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office50 South Sixth Street Suite 975, Minneapolis, MN 55402
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$14.5 million
Advisors at the firm4
States licensed ?1 state
Services through Advanced Capital Group
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2024 – nowAdvanced Capital GroupCurrent firm
- May 2017 – Jul 2018Journey Capital Advisers, LLCPreviously
Contact Chad
(612) 230-3000Advanced Capital Group main office 50 South Sixth Street Suite 975Minneapolis, MN 55402Office · Get directions LinkedIn pageAdvanced Capital Group
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Questions to ask Chad
Tailored to Chad’s registration and firm.
- 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
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About Chad
How do I contact Chad?
Call Advanced Capital Group at (612) 230-3000 and ask for Chad Rice. Chad works from the Minneapolis, MN office.
How long has Chad been a financial advisor?
Chad has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Chad hold?
No exams are listed on the official record.
Is Chad a fiduciary?
Chad is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Chad paid?
Advanced Capital Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. 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.
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