Chase Guerrette has been an investment adviser representative at Oldfield Wealth Partners since April 2026, and is not listed among the firm’s executive officers or direct owners.
Oldfield Wealth Partners LLC is a Bangor, ME firm with $110M under management, 93 clients and 4 advisers in one office, as of its July 2026 filing.
Chase Guerrette is Wealth Planning Advisor of Oldfield Wealth Partners, based in Bangor, ME. He helps families and business owners navigate investment, wealth planning, and tax needs. Before becoming a wealth management financial advisor, Guerrette spent nearly six years in commercial and small business administration and underwriting, and he serves clients across Bangor and Presque Isle.
Chase Guerrette’s longest registration was 4 years at Ameritas Advisory Services, LLC (2022–2026). Before joining Oldfield Wealth Partners in 2026, Chase Guerrette was registered through Ameritas Advisory Services, LLC.
- Oldfield Wealth PartnersCurrent– present · under a yearBangor, ME · Adviser representative · Firm CRD 332765
- Ameritas Advisory Services, LLC– · 4 yearsPresque Isle, ME · Adviser representative · Firm CRD 317245
Investment adviser representative registrations
Chase Guerrette is registered as an investment adviser representative in Maine, since April 2026.
- MaineSince 23 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 February 2022 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7507151
- Firm
- Oldfield Wealth Partners · CRD 332765
- Office
- 77 EXCHANGE ST., SUITE 302, Bangor, ME 04401
- Registration
- Investment adviser registration
- In the industry since
- April 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- oldfieldwealth.com
Where does Chase Guerrette work?
Chase Guerrette is an investment adviser representative registered through Oldfield Wealth Partners LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Chase Guerrette a financial advisor?
Yes. Chase Guerrette has a current investment-adviser registration in Maine, through Oldfield Wealth Partners since April 2026.
How many years of experience does Chase Guerrette have?
Chase Guerrette has 4 years in the financial industry, since April 2022, across 2 adviser firms.
What exams has Chase Guerrette passed?
Chase Guerrette passed the Series 65 in February 2022.
Where is Chase Guerrette based?
Chase Guerrette’s registered office is in Bangor, ME.
Is Chase Guerrette registered with FINRA?
No. Chase Guerrette has no current broker registration.
How can I verify Chase Guerrette’s record?
Search CRD 7507151 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Chase Guerrette’s full registration record.
