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Chad Msfp Location
Ashland, OH, US
Chad Msfp Work
2010 -now Founder @
2021 -now Board Member @
2010 -2022 Founder @
2007 -2010 Exclusive Agent @
2001 -2007 Associate Agent @
1999 -2001 Sales Representative @ Friends Business Source
1997 -2001 Broker Agent @
1997 -1999 Sales Representative @ Mateer Ford
1995 -1996 Lead Service Technician @
1994 -1995 Sales Representative @ Cincinati Bell Long Distance
Chad Msfp Education
The American College of Financial Services
Master of Science - MS (Financial Planning and Services)
2020-2022
Kent State University
Bachelor of Science (BS) (Aeronautics/Aviation/Aerospace Science and Technology, General)
1988-1992
Clear Fork High School 1985-1988
Buckeye South High School 1984-1985
Chad Msfp Skills
Fixed Annuities
Life Insurance
Insurance
Term Life Insurance
Disability Insurance
Retirement Planning
Property & Casualty Insurance
Retirement
Long-term Care
Health Insurance
Series 63
Strategic Financial Planning
401k
IRAs
Series 6
Series 65
Variable Annuities
Indexed Annuities
Qualified Retirement Plans
Executive Benefit Strategies
Estate Planning
403 b
Mutual Funds
Wrap Accounts
Unified Managed Accounts
Separately Managed Accounts
529 Plans
Fidelity Bonds
Surety Bonds
Commercial Insurance
Umbrella Insurance
Business Planning
Special Needs
Multi-generational wealth transfer
Farm & Ranch Insurance
Liability
Professional Liability
Employment Practices Liability
Directors & Officers Liability
Financial Education
Financial Services
Whole Life
Universal Life
Variable Life
Business Overhead Expense
Buy-Sell
Directors and Officers Liability
Buy Sell
Multi Generational Wealth Transfer
Long Term Care
Property and Casualty Insurance
Farm and Ranch Insurance
Chad Msfp Summary
Chad Msfp, based in Ashland, OH, US, is currently a Founder at Compass Financial Strategies. Chad Msfp brings experience from previous roles at Mental Health & Recovery Board (MHRB) of Ashland County, Compass Insurance, Allstate and Nationwide Insurance. Chad Msfp holds a 2020 - 2022 Master of Science - MS in Financial Planning and Services @ The American College of Financial Services. With a robust skill set that includes Fixed Annuities, Life Insurance, Insurance, Term Life Insurance, Disability Insurance and more. Chad Msfp has 2 emails and 1 mobile phone numbers on RocketReach.
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