9605 Kingston Court, Suite 190, Lone Tree, CO, 80112
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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 →Chad works as an IAR under A&I Financial Services LLC and A&I Wealth Management, and is an independent representative with various insurance carriers for fixed products. He also owns Harmon LLC and timeshare rental property, and is a member of Pufferfish LLC and 9605 Kingston Court LLC.