Chad Terry Joshpe

CFP · ChFC

Fortis Capital Advisors, LLC

20 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net Worth

Fortis Capital Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

50 advisors

Number of Clients

1,874 clients

Average Client Portfolio

$647K average

Assets Under Management

$1.2B

Fee Structure

Minimum Investment:$750K

Minimum Annual Fee:$10,000

Location

7301 Mission Road, Suite 326, Prairie Village, KS, 66208

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

October 2010

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Chad is involved in several outside business activities. He sells life, accident, health, and fixed annuities, spends a few hours per week as a motivational speaker/coach, is a farmer/owner of a family farm and rental property, and coaches youth sports for Kearsarge Regional School.

Employment History

Current Registrations

Fortis Capital Advisors, LLC

September 2024 - Present · 1 yr 5 mos

Previous Registrations

MML Investors Services, LLCBroker

March 2017 - September 2024 · 7 yrs 6 mos

MML Investors Services, LLC

March 2017 - September 2024 · 7 yrs 6 mos

Msi Financial Services, INC.

February 2014 - March 2017 · 3 yrs 1 mo

Msi Financial Services, INC.Broker

February 2008 - March 2017 · 9 yrs 1 mo

National Securities CorporationBroker

February 2005 - February 2008 · 3 yrs

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.