CC
CFP
CC
CFP

Chad Ryan Chubb

14 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningInsurance PlanningEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
86 advisors
Number of Clients
6,005 clients
Average Client Portfolio
$429K average
Assets Under Management
$2.6B

Fee Structure

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Location

615 Channelside Drive, Suite 207, Tampa, FL, 33603

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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 the owner of WealthKeel, LLC, providing financial planning services, and an investment advisor representative with Vicus Capital, Inc. He also works as an independent insurance agent selling disability, life, accident, and health insurance, and dedicates minimal time to consulting and hosting YouTube channels and podcasts.

Employment History
Current Registrations
Vicus Capital, INC.
July 2011 - Present · 14 yrs 7 mos
Previous Registrations
Cetera Advisor Networks LLCBroker
September 2013 - August 2020 · 6 yrs 11 mos
Walnut Street Securities, INC.Broker
May 2011 - September 2013 · 2 yrs 4 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.
Chad Ryan Chubb - Financial Advisor | TrueAdvisor