Chad Hyllested is a CFP-designated registered investment advisor at Spc, based in Colorado Springs, CO, with 17 years of industry experience. Chad is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 30,916 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum annual advisory fee is 2.50%. Advisors set their own rates for each account up to this maximum limit. A 0.15% program fee is included within the total fee.
Fee Estimator
Location
7222 Commerce Center Drive Suite 210, Colorado Springs, CO, 80919
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Chad is an independently licensed insurance agent selling various insurance products, including health, LTC, life, annuity, home, auto, and P&C insurance. He also uses Accenden Wealth, LLC for his financial services practice, dedicating nearly full-time hours to it.
Employment History
Current Registrations
Spc
Parkland Securities, LLCBroker
Previous Registrations
Infinex Investments, INC.
Infinex Investments, INC.Broker
Sammons Securities Company, LLCBroker
Sigma Financial CorporationBroker
Hantz Financial Services, INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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