Chad  Baxter,  CFP<sup>&reg;</sup> - Financial Advisor

Chad Baxter, CFP®

Clarify Wealth Management

2925 Union St
Lafayette, IN 47904
(765) 447-1133 CONNECT WITH Chad
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General

Chad Baxter is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Clarify Wealth Management in Lafayette, IN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - Accredited Wealth Management Advisor (AWMA)

Insurance Licenses

  • Life insurance: IN, NY
  • Health/disability insurance: IN, NY

Broker-Dealer Affiliation

LPL Financial

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Employee Benefits, Life Planning, Retirement, Stocks & Bonds

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Helpful Financial Planning Resources