Chad BurchCRD Number: 1867503
Current Firm: Phillips Financial
Chad Burch (CRD# 1867503) is an Investment Advisor Representative working at Phillips Financial in Fort Wayne, IN and has over 31 years of experience in the finance industry. Chad Burch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Capstone Advisors, LLC
Creative Financial Designs, Inc.
Transamerica Financial Advisors, Inc.
|Ban Bd||Solon, OH||Aug 2010 - Current||9|
|Phillips Financial Management, LLC||Fort Wayne, IN||Jul 2004 - Current||15|
|Phillips Benefits Advisors, LLC||Fort Wayne, IN||Apr 2004 - Current||15|
|Phillips Financial Services, Inc.||Fort Wayne , IN||Jan 2004 - Current||16|
|Cambridge Investment Research, Inc.||Fairfield, IA||May 2004 - Apr 2011||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1988|
|S66||NASAA Uniform Combined State Law Examination||Jan 2002|
Total Assets Under Management916MILLIONS
Total Number of Accounts1,745ACCOUNTS
Average Account Value$524,696
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AZ, FL, IL, IN, NC, NH, OH, TX
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