CB
CFP · ChFC
CB
CFP · ChFC

Chad Andrew Baxter

9 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net WorthCharitable GivingSocially Responsible Investing
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
61 advisors
Number of Clients
3,430 clients
Average Client Portfolio
$973K average
Assets Under Management
$3.3B

Fee Structure

Minimum Investment:$500
Loading...

Location

2925 Union Street, Lafayette, IN, 47904

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Cx Institutional, LLC
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Clarify Wealth Management
June 2018 - November 2024 · 6 yrs 5 mos
LPL Financial LLCBroker
June 2018 - February 2024 · 5 yrs 8 mos
Mercer Allied Company, L.P.Broker
June 2016 - May 2018 · 1 yr 11 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.