Chad P. Tramp,  CFP<sup>&reg;</sup> - Financial Advisor

Chad P. Tramp, CFP®

CPA, PFS,

Partner

RSM US Wealth Management LLC

400 Locust St, Ste 640
Des Moines, IA 50309
FINANCIAL ADVISOR'S WEBSITE
(515) 281-9262 CONNECT WITH Chad
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General

Chad Tramp is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at RSM US Wealth Management LLC in Des Moines, IA and the surrounding communities.

Financial Advisor Overview

Helping successful families make good financial decisions. Chad is driven by helping his clients succeed. His client relationships go beyond the surface as he strives to know and understand each of them and their specific goals and dreams. Chad is a deliberative person with the unique ability to identify, assess and minimize risks with regard to achieving these goals and dreams. These abilities are the cornerstone of his extensive experience assisting clients. Chad was an accountant with McGladrey & Pullen from 1993 to 1996; a financial and tax consultant with the Pacesetter Corporation from 1997 through 1998; and returned to RSM/McGladrey in 1998. Under Chad's leadership, RSM US Des Moines wealth management office has either won or been first runner up in the Des Moines’ Business Record’s Best of Des Moines-Wealth Management Division for five of the last six years, including 2010, 2011, 2012, 2014 & 2015. In 2005, Chad was named by the Consumers’ Research Council of America as one of the top financial planners in its Guide to America’s Best Financial Planners. He is a Certified Financial Planner™ and a Personal Financial Specialist, a specialty designation of the American Institute of Certified Public Accountants. Chad is also an Investment Advisory Representative of RSM US Wealth Management. He graduated in 1991 from Mount Marty College, Yankton, South Dakota, with a B.A. degree in accounting.

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Financial Advisor Experience

Chad has over 20 years of experience serving individuals and closely held businesses in the tax, assurance, accounting and finance areas. He leads the wealth management practice in our Des Moines office. As the lead advisor of the Wealth Management Group, he helps clients develop plans for cash flow, investment, retirement, income tax, estate and gift.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Life insurance: Iowa
  • Health/disability insurance: Iowa
  • Fixed annuities: Iowa

Broker-Dealer Affiliation

None/NA

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Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Business Taxes, Estate Planning, Investment Management, Retirement, Succession Planning

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Helpful Financial Planning Resources