CD
CD

Chip Detty

3 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
291 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$312.3M

Fee Structure

Financial Planning:Included in AUM fee
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Location

2510 Hilliard Rome Road, Hilliard, OH, 43026

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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

Chip works as an agent team member for Mike McClaskie Insurance Agency, representing State Farm. This investment-related activity takes about half of his time.

Employment History
Current Registrations
Namcoa
July 2025 - Present · 7 mos
Previous Registrations
State Farm Investment Management CORP.
August 2023 - July 2025 · 1 yr 11 mos
State Farm Vp Management CORP.Broker
August 2023 - July 2025 · 1 yr 11 mos
State Farm Investment Management CORP.
March 2023 - May 2023 · 2 mos
State Farm Vp Management CORP.Broker
June 2022 - May 2023 · 11 mos
State Registrations2 states
INOH
Advisor
Exams
No exam information available for this advisor.