CB
CB

Chad Emmerson Blanton

6 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
154 advisors
Number of Clients
5,619 clients
Average Client Portfolio
$640K average
Assets Under Management
$3.6B

Fee Structure

Minimum Investment:None
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Location

475 Springfield Ave., Suite #1, Summit, NJ, 07901

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Chad is a partner at Simplicity Group, an insurance marketing organization and financial services company, and Guardian Wealth Management, both full-time commitments. He is also a co-founder of Trademark Apparel, spending about 10-20% of his time on finances, and a partner in Peaceful Mountain LLC, a rental property, dedicating minimal time.

Employment History
Current Registrations
Simplicity Wealth
June 2019 - Present · 6 yrs 8 mos
Previous Registrations
Alphastar Capital Management, LLC
April 2017 - August 2017 · 4 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.