Wealth Advisor
.Charitable Giving /Philanthropy
Farmers
Estate Planning
Tax Efficient Planning
Healthcare Professionals
Retirement Planning
Business Owners
Welcome — I’m Chad E. Robinson,
Whether your finances feel simple and straightforward or multi‑layered and complex, you deserve a plan that brings clarity, confidence, and long‑term direction. My goal is to meet you exactly where you are and help you move toward where you want to be.
I work with clients ranging from those who are just getting organized, to households managing numerous accounts, significant life events, business transitions, or more advanced planning needs. No matter your starting point, I’m here to provide guidance that’s clear, approachable, and tailored to your goals.
In 2013, I launched my career as a financial advisor, to build long‑term relationships and to be in it with clients—from the first conversation through each milestone that follows. The most rewarding part of my work is seeing thoughtful plans come to life over the years.
⭐ Family
I’m married to my wife, Aspen, and we have three daughters—Oaklyn, Avery, and Elsie.
Family is the heart of what I do. Understanding the importance of flexibility and presence in my own life helps me support clients who want the same for theirs.
Your situation might be simple today or growing more complex over time. Either way, a strong plan starts with understanding what matters most to you.
1. Discover Your Goals
We begin by learning your story, your values, and what you want your finances to accomplish.
2. Design Your Strategy
For simpler needs, this may mean straightforward recommendations you can implement right away.
For complex needs, we build a coordinated, multi‑layered plan covering investments, taxes, protection, retirement income, estate considerations, and more.
3. Implement Together
No matter your situation, we guide each step—paperwork, priorities, timelines—so the process feels clear and manageable.
4. Review & Adjust
Life changes. Markets change. Goals change.
We proactively review your plan and adjust it to stay aligned with your current priorities.
Meeting Options:
- In person
- Virtual
- Phone
Professional Credentials
CERTIFIED FINANCIAL PLANNER® professional
Retirement Income Certified Professional® (RICP®)
FINRA Licenses:
Series 7 – General Securities Representative
Series 66 – Uniform Combined State Law (Securities Agent & Investment Adviser)
Licensed in Life and Health Insurance
Academic Background
Bachelor of Business Administration in Economics, University of South Dakota
International Studies, Otaru University of Commerce, Japan
- Bachelors of Economics, The University of South Dakota
- CERTIFIED FINANCIAL PLANNER®
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Series 7 - General Securities Representative
- Arizona
- Colorado
- Florida
- Georgia
- Iowa
- Kansas
- Maine
- Minnesota
- Missouri
- Nebraska
- North Dakota
- South Dakota
- Texas
Insights
🗂️ Reminder: Our Free Community Shred Event is Next Saturday! 🗂️
Have a pile of old bank statements, tax records, medical documents, or other paperwork you'd like to securely dispose of?
Join us for our FREE Community Shred Event and protect your personal information while clearing out some clutter!
📅 Saturday, September 19
⏰ 9:00 AM – 11:00 AM
📍 Thrivent Office Parking Lot
4300 S. Lakeport St.
Sioux City, IA 51106
This event is open to everyone in the community, so invite your friends, family, and neighbors. Simply drive up, drop off your documents, and we'll take care of the rest.
We look forward to seeing you there!
Disclaimer: No products will be sold.
Office location
Sioux City Location
4300 S Lakeport St Ste 104
Sioux City, IA 51106
Phone712-293-3000Fax712-293-1600HoursSioux City, IA 51106
Office Hours:
Monday-Thursday: 8am-5pm
Friday: 8am-3pm
(+ Evening Appointments by Request)
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.