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Chad Wilkins

Chad Wilkins

Student

Followers of Chad Wilkins700 followers
location of Chad WilkinsCarmel, Indiana, United States

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  • Timeline

  • About me

    Internal Wholesaler at Voya®

  • Education

    • Indiana University Bloomington

      2004 - 2008
      Bachelor of Science Kinesiology

      Activities and Societies: Phi Gamma Delta Fraternity 2007 Executive Council Indiana University Dance Marathon, 2006 Indiana University Student Foundation, Hudson & Holland Scholars Program Intramural Football & Basketball

  • Experience

    • Indiana University Bloomington

      Aug 2004 - Jun 2008
      Student

    • Semler Financial Group

      Aug 2008 - Jul 2009
      Registered Financial Representative

    • OneAmerica

      Dec 2009 - Jan 2025

      Registered Investment Advisor

      • Internal Sales Manager

        Dec 2019 - Jan 2025

      • Investment Consultant

        Sept 2017 - Dec 2019

      • Senior Retirement Consultant

        Jun 2011 - Sept 2017

      • Producer Relationship Consultant

        Dec 2009 - Jun 2011

    • Voya Financial

      Jan 2025 - now
      Internal Wholesaler

  • Licenses & Certifications

    • Passed CFA Level 1 Exam

      CFA Institute
      Aug 2018

    • Life, Accident & Health Producer

      State of Indiana
      Aug 2008

    • Principal (Series 26)

      FINRA (Financial Industry Regulatory Authority)
      Aug 2015

    • Registered Investment Advisor (Series 65)

      FINRA (Financial Industry Regulatory Authority)
      Nov 2016

    • Uniform Securities Law (Series 63)

      FINRA (Financial Industry Regulatory Authority)
      May 2009

    • Registered Representative (Series 6)

      FINRA (Financial Industry Regulatory Authority)
      Feb 2009