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

Chad Baxter, CFP®

ChFC®, AWMA®

Advanced Planning Specialist

Credent Wealth Management

4555 Lake Forest Dr, Ste 160
Blue Ash, OH 45242
(513) 381-0001 CONNECT WITH Chad
  • linkedin link

General

Chad Baxter is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Credent Wealth Management in Blue Ash, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Financial Consultant (ChFC®)

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

More

Helpful Financial Planning Resources