Chad Brown
Founder at Compass Financial Strategies
- Role
- Founder at Compass Financial Strategies
- Location
- Ashland, OH, US
- LinkedIn followers
- 500 followers
About Chad Brown
I am in the financial services business and I have a very unique approach in that I help…
Experience
Founder
Jun 2010 — Present · Ashland, OH, US
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the \'Contact Info\' section above.Third-party posts found on this profile don\'t reflect the views of LPL Financial and haven\'t been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
Kent State University
Bachelor of Science (BS), Aeronautics/Aviation/Aerospace Science and Technology, General
1988 — 1992
The American College of Financial Services
Master of Science - MS, Financial Planning and Services
Skills
- 403 B
- Life Insurance
- Variable Life
- Estate Planning
- Financial Services
- Professional Liability
- Series 6
- Mutual Funds
- Insurance
- Fixed Annuities
- Special Needs
- Retirement
- Strategic Financial Planning
- Multi-Generational Wealth Transfer
- Health Insurance
- Indexed Annuities
- Property & Casualty Insurance
- Business Planning
- Qualified Retirement Plans
- Fidelity Bonds
- Liability
- Long-Term Care
- Buy-Sell
- Surety Bonds
- Executive Benefit Strategies
- Farm & Ranch Insurance
- Variable Annuities
- Business Overhead Expense
- Umbrella Insurance
- Wrap Accounts
- Unified Managed Accounts
- Whole Life
- Employment Practices Liability
- Directors & Officers Liability
- Series 63
- Iras
- Term Life Insurance
- Retirement Planning
- Separately Managed Accounts
- Series 65
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