Chad M. Rutar, CFP®, ChFC®, CLU®
After working in the industry as a financial advisor for eight years with his focus on wealth management, Chad joined Renaissance Financial in 2005 and became a Shareholder in 2006. He enjoys working within the business markets on behalf of individuals and business owners and uses his work and life experiences to mentor new advisors in the firm. Chad has received Platinum Advisor* status and has enrolled with the Platinum Study Group at Renaissance. In addition, he is a voting member of the firm’s Investment Committee.
Chad received his degree in finance from the University of Nebraska at Kearney (UNK), and his accreditations include CERTIFIED FINANCIAL PLANNER™ (CFP) certification, Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations. He maintains membership in the National Association of Insurance and Financial Advisors (NAIFA) and is a lifetime qualifying member of the MDRT**. The Million Dollar Round Table provides its financial service members with resources to improve their technical knowledge, sales and client service, while maintaining a culture of high ethical standards. Chad has been part of the MDRT Court of the Table from 2011-2014, Top of the Table in 2015 and 2016, and was named a member of Securian’s President’s Club* for his commitment to his clients in 2015 and 2016. Because of his genuine interest and commitment to the growth of the company, Chad was awarded the Columbus Award* in 2016. Chad is a graduate of Class VI of The State Chamber’s Leadership Nebraska Program and a member of the Nebraska Diplomats, Inc.
He is active in his community, sitting on the SAVE Omaha Board of Directors, Omaha Estate Planning Council and the Elkhorn Public School Foundation. Chad is the past president of the UNK Alumni Association Board and co-founder of the Loper Gridiron Club, a fundraising division of the UNK Football team.
Chad resides in Elkhorn with his wife, Jennifer, and daughters, Josie and Savannah. As a family, they are members of St. Patrick's Catholic Church and Shadow Ridge Country Club.
Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc.
* Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.
** Million Dollar Round Table: Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.
As an assistant to Chad Rutar, Lauren takes immense pride in her work and in the family-like community that makes Renaissance Financial unique. Seeing the passion and commitment shown to clients as they navigate their financial paths is inspiring to Lauren. A volunteer with Ronald McDonald House charities since 2013, Lauren's dedication to helping others is reflected in her studies at the University of Nebraska-Lincoln, where she pursued elementary education. She received her bachelor's degree in behavioral science from Bellevue University. She has also attained her Life, Accident, and Health Insurance Agent license as well as her FINRA Series 6 and 63 registrations. Before coming to Renaissance Financial, Lauren worked at Illuminate Financial Group as Director of Client Services where she handled new business, customer service and opened client accounts. She grew up in Omaha and continues to live there with Cobie, her beagle/dachshund mix.
Registered Representative of Securian Financial Services, Inc.