Chad Whipple, financial advisor Toledo OH
90 score

Chad Whipple

CRD Number: 6062665
Current Firm: Northwestern Mutual Investment Services,llc

Chad Whipple (CRD# 6062665) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Toledo, OH and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Current < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Oct 2013 - Current 3
Northwestern Mutual Investment Services, LLC Toledo, OH Oct 2013 - Current 3
Northcoast Balloons Erie, MI Apr 2013 - Current 3
Northwestern Mutual Investment Services, LLC Toledo, OH Nov 2013 - Mar 2016 2
Mass Mutual Brighton, MI May 2012 - Aug 2013 1
Mml Investors Services, LLC Brighton, MI May 2012 - Aug 2013 1
Tenneco Automotive Monroe, MI Jun 2011 - May 2012 < 1
Central Michigan University Mount Pleasant, MI Aug 2009 - May 2012 2
Pointe Mouillee State Game Area Erie, MI May 2011 - Jun 2011 < 1
Dept. Of Natural Resources Rockwood, MI May 2010 - Aug 2010 < 1
Luna Pier Department Of Public Works Luna Pier, MI May 2008 - Aug 2009 1
Midwest Property Preservation Toledo, MI Jun 2008 - Feb 2009 < 1
Zowhe Property Preservation Toledo, OH Nov 2007 - Jun 2008 < 1
Toledo Beach Marina Lasalle, MI Jun 2007 - Nov 2007 < 1
Erie Public Schools Erie, MI Aug 2000 - Jun 2007 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Chad D. Whipple
Phone Number: 866-664-7737
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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