Chad FawcettCRD Number: 5056333
Current Firm: Creative Planning
Chad Fawcett (CRD# 5056333) is an Investment Advisor Representative working at Creative Planning in Brookfield, WI and has over 15 years of experience in the finance industry. Chad Fawcett 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.
Robert W. Baird & Company Incorporated
Annex Wealth Management, LLC
Pgim Investments LLC
|Creative Planning||Brookfield, WI||Nov 2017 - Current||4|
|H. Beck||Bethesda, MD||Jan 2017 - Oct 2017||< 1|
|Td Ameritrade Inc.||Milwaukee, WI||Nov 2007 - Oct 2017||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2006|
Total Assets Under Management90,034MILLIONS
Total Number of Accounts144,903ACCOUNTS
Average Account Value$621,338
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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