Chad Taake has been an investment adviser representative at Stone House Investment Management since June 2018, and is not listed among the firm’s executive officers or direct owners. Chad Taake holds a Master's in Engineering Management from the University of Missouri–Rolla.
Stone House Investment Management, LLC is a Tunkhannock, PA firm with $842M under management, 1,171 clients and 17 advisers across 6 offices, as of its July 2026 filing.
Chad Taake is Senior Advisor of Stone House Investment Management. He joined the firm as an Investment Advisor Representative in 2018 and joined full time as a Lead Advisor in December 2025, after leaving his career at Procter & Gamble. At Procter & Gamble he held roles in Material Development, Operations, Engineering and Initiative Management.
- – present · 8 yearsCincinnati, OH · Adviser representative · Firm CRD 139410
Investment adviser representative registrations
Chad Taake is registered as an investment adviser representative in 4 states. The first approvals date from June 2018; the most recent is Missouri, in July 2026.
- KentuckySince 7 April 2026
- MissouriSince 14 July 2026
- OhioSince 25 May 2021
- PennsylvaniaSince 4 June 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 June 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Chad Marvin Taake
- CRD
- 6952090
- Firm
- Stone House Investment Management · CRD 139410
- Office
- Cincinnati, OH
- Registration
- Investment adviser registration
- In the industry since
- June 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- stonehouseinv.com
Where does Chad Taake work?
Chad Taake is an investment adviser representative registered through Stone House Investment Management, LLC since June 2018, and is not listed among the firm’s executive officers or direct owners.
Is Chad Taake a financial advisor?
Yes. Chad Taake has a current investment-adviser registration in Kentucky, Missouri, Ohio and Pennsylvania, through Stone House Investment Management since June 2018.
How many years of experience does Chad Taake have?
Chad Taake has 8 years in the financial industry, since June 2018, across 1 adviser firm.
What exams has Chad Taake passed?
Chad Taake passed the Series 65 in June 2018.
Where is Chad Taake based?
Chad Taake’s registered office is in Cincinnati, OH.
Is Chad Taake registered with FINRA?
No. Chad Taake has no current broker registration.
How can I verify Chad Taake’s record?
Search CRD 6952090 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Chad Taake’s full registration record.
