Chad Disbennett is a CFP-designated registered investment advisor, based in Carroll, OH, with 17 years of industry experience.
Location
4660 Old Columbus Rd. NW, Carroll, OH, 43112
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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 the president and an independent insurance agent for various companies through Disbennett Wealth Management since 2008, spending a few hours per week. He is also a speaker and owner of Chad Disbennett International, dedicating minimal time per year, and an advisory representative of a RIA (CIRA), spending about half his time. Finally, he is a track coach at Logan Elm H.S., dedicating about a quarter of his time.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Sterne Agee Investment Advisor Services, INC.
Sterne Agee Financial Services, INC.Broker
Sterne Agee Investment Advisor Services, INC.
Wrp Investments, INC.Broker
H. Beck, INC.Broker
State Registrations18 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.