Chad Brown MSFP, RICP®, CEPA®, CPFA®

Chad brown msfp, ricp®, cepa®, cpfa®

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location of Chad Brown MSFP, RICP®, CEPA®, CPFA®Ashland, Ohio, United States
Phone number of Chad Brown MSFP, RICP®, CEPA®, CPFA®+91 xxxx xxxxx
Followers of Chad Brown MSFP, RICP®, CEPA®, CPFA®711 followers
  • Timeline

    Jan 1994 - Jan 1995

    Sales Representative

    Cincinati Bell Long Distance
    Jan 1995 - Jan 1996

    Lead Service Technician

    IKON Office Solutions
    Mar 1997 - Oct 1999

    Sales Representative

    Mateer Ford
    Sept 1997 - May 2001

    Broker Agent

    Ohio National Financial Services
    Oct 1999 - May 2001

    Sales Representative

    Friends Business Source
    May 2001 - May 2007

    Associate Agent

    Nationwide Insurance
    Aug 2007 - Aug 2010

    Exclusive Agent

    Allstate
    Jun 2010 - Dec 2022

    Founder

    Compass Insurance
    Current Company
    Jun 2010 - now

    Founder

    Compass Financial Strategies
    Current Company
    Mar 2021 - now

    Board Member

    Mental Health & Recovery Board (MHRB) of Ashland County
  • About me

    Founder at Compass Financial Strategies

  • Education

    • Clear fork high school

      1985 - 1988

      Activities and Societies: Football, Track, Drama, National Honor Society, Academic Achievement, Choir

    • Buckeye south high school

      1984 - 1985

      Activities and Societies: Football, Track

    • Kent state university

      1988 - 1992
      Bachelor of science (bs) aeronautics/aviation/aerospace science and technology, general
    • The american college of financial services

      2020 - 2022
      Master of science - ms financial planning and services 4.0

      Concentration in Retirement Planning

  • Experience

    • Cincinati bell long distance

      Jan 1994 - Jan 1995
      Sales representative

      Sold long distance phone services to businesses in a 3 state area.

    • Ikon office solutions

      Jan 1995 - Jan 1996
      Lead service technician

      Serviced mid-level copiers and office machines while serving as a lead technician, advising other technicians on difficult service issues. Handled dedicated key accounts in the Columbus area including Abbott Labs.

    • Mateer ford

      Mar 1997 - Oct 1999
      Sales representative

      Sold new Ford cars & trucks as well as used vehicles, and arranged customer financing.

    • Ohio national financial services

      Sept 1997 - May 2001
      Broker agent

      Represented Ohio National life and disability insurance, annuities, retirement plans, and securities on a part-time basis.

    • Friends business source

      Oct 1999 - May 2001
      Sales representative

      Sold office supplies and furniture on a business to business basis. Oversaw the inventory, ordering and management of the Mansfield office furniture showroom.

    • Nationwide insurance

      May 2001 - May 2007
      Associate agent

      Worked for two Nationwide exclusive agencies, primarily in the financial services area, but also became well versed in the property & casualty insurance business.

    • Allstate

      Aug 2007 - Aug 2010
      Exclusive agent

      Oversaw all aspects of operating an exclusive Allstate insurance & financial services agency.

    • Compass insurance

      Jun 2010 - Dec 2022
      Founder

      I help families and business owners implement the proper risk management program to protect their income and assets.

    • Compass financial strategies

      Jun 2010 - now
      Founder

      Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above.Third-party posts found on this profile don't reflect the views of LPL Financial and haven't been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less

    • Mental health & recovery board (mhrb) of ashland county

      Mar 2021 - now
      Board member
  • Licenses & Certifications

    • Certified exit planning advisor®

      Exit planning institute
      Nov 2024
    • Retirement income certified professional®

      The american college of financial services
      Jan 2021
      View certificate certificate
    • Certified plan fiduciary advisor (cpfa®)

      National association of plan advisors
      Sept 2024
      View certificate certificate
    • Msfp - master of science in financial planning

      The american college of financial services
      Dec 2022
      View certificate certificate