CL
CFP
CL
CFP

Chad Daniel Leatherwood

25 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
776 clients
Average Client Portfolio
$812K average
Assets Under Management
$629.7M

Fee Structure

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Location

15050 Elderberry Lane, Suite 6-1, Fort Myers, FL, 33907

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Chad is a managing member of Signature Financial Strategies, LLC since 2014, selling fixed insurance and annuity products, conducting business seminars, and providing consulting and coaching services. This takes about 10-20% of Chad's time.

Employment History
Current Registrations
Summit Wealth Partners, LLC
June 2016 - Present · 9 yrs 8 mos
Previous Registrations
Summit Wealth Partners, LLC
January 2016 - August 2016 · 7 mos
Smc Advisory Network, LLC
January 2015 - March 2016 · 1 yr 2 mos
Finley Wealth Management, LLC
February 2013 - January 2015 · 1 yr 11 mos
Avanti Wealth Management
August 2010 - December 2012 · 2 yrs 4 mos
G. A. Repple & Company
September 2005 - December 2012 · 7 yrs 3 mos
Merrill Lynch Pierce Fenner & Smith INC.
April 2004 - August 2005 · 1 yr 4 mos
G. A. Repple & Company
June 2003 - February 2004 · 8 mos
Fsc Securities Corporation
November 1999 - June 2003 · 3 yrs 7 mos
State Registrations12 states
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Advisor
Exams
No exam information available for this advisor.
Chad Daniel Leatherwood - Financial Advisor | TrueAdvisor