Chad PhippsCRD Number: 5472151
Current Firm: Waddell & Reed
Chad Phipps (CRD# 5472151) is an Investment Advisor Representative working at Waddell & Reed in Wichita, KS and has over 9 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Ameriprise Financial Services, Inc.
|Bond And Phipps Inc.||Wichita, KS||Sep 2014 - Current||2|
|Air Capital Cosmopolitan Club Of Wichita||Wichita, KS||Mar 2011 - Current||6|
|Various Insurance Carriers For W&r Insurance Agencies||Mulvane, KS||Apr 2008 - Current||9|
|Waddell & Reed, Inc.||Wichita, KS||Dec 2007 - Current||9|
|Chad Phipps||Emporia, KS||Jul 1995 - Current||21|
|Chisholm Trail Sci Chapter||Wichita, KS||Jun 2011 - Aug 2013||2|
|Sunshine Rooms||Wichita, KS||Jul 2001 - Dec 2008||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops