Chad Humphrey (CRD# 4848944) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in New Lenox, IL and has over 16 years of experience in the finance industry. Chad Humphrey 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.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | New Lenox, IL | Oct 2022 - Current | 1 |
| Wealth Enhancement Advisory Services | New Lenox, IL | Oct 2022 - Current | 1 |
| Wealth Enhancement Group | New Lenox, IL | Oct 2022 - Current | 1 |
| Wealth Enhancement Brokerage Services | New Lenox, IL | Oct 2022 - Current | 1 |
| Blue Cross Blue Shield | New Lenox, IL | Jan 2019 - Current | 5 |
| Insurance-non Variable | Joliet, IL | Jun 2011 - Current | 12 |
| Raymond James Financial Services, Inc. | New Lenox, IL | Oct 2010 - Sep 2022 | 11 |
| Scroggins Financial Services, LLC | New Lenox, IL | Oct 2010 - Sep 2022 | 11 |
| Raymond James Financial Services Advisors, Inc. | New Lenox, IL | Oct 2010 - Sep 2022 | 11 |
| Scroggins Wealh Management | New Lenox, IL | Oct 2010 - Sep 2022 | 11 |
| Humana One | New Lenox, IL | Sep 2017 - Dec 2018 | 1 |
| Assurant Health | New Lonox, IL | Sep 2017 - Dec 2018 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2008 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2007 |
- IL
- TX
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Total Assets Under Management72,025MILLIONS
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Total Number of Accounts154,394ACCOUNTS
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Average Account Value$466,499
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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