CM
ChFC
CM
ChFC

Chad Mcauliff

4 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
78 advisors
Number of Clients
11,572 clients
Average Client Portfolio
$261K average
Assets Under Management
$3.0B

Fee Structure

Minimum Investment:None
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Location

2001 W. Washington St, Broken Arrow, OK, 74012

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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 owns Ave Maria Series LLC, a real estate business, dedicating minimal time. He also works with Crump Insurance in insurance and risk management, receiving commissions and spending about a quarter of his time on this activity.

Employment History
Current Registrations
Advisor Resource Council
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Knights of Columbus Asset Advisors LLC
March 2021 - March 2024 · 3 yrs
State Registrations1 state
OK
Advisor
Exams
No exam information available for this advisor.