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Brian Metford Chastain

CFP®
CFO4LIFE
Coppell, TX
·CRD# 1556616·40 years experience

Professional Summary

Brian Metford Chastain, CFP® is a registered financial advisor currently at CFO4LIFE located in Coppell, Texas and AUSDAL FINANCIAL PARTNERS, INC. located in Coppell, Texas. Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Brian has worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®
Certified Financial PlannerSince 1999

Years of Experience

40 years in the financial services industry

Current & Past Employments

CFO4LIFE·CRD# 287600
RIA
735 Plaza Blvd. Suite 100, Coppell, TX 75019
March 27, 2017 - Present
AUSDAL FINANCIAL PARTNERS, INC.·CRD# 7995
RIA
BD
1. 735 Plaza Blvd #100, Coppell, TX 750192. 5320 Pleasant Run Road, Colleyville, TX 76034
September 17, 2012 - Present
CFO4LIFE, L.P.·CRD# 146904
RIA
Coppell, TX
March 19, 2009 - March 27, 2017
LPL FINANCIAL LLC·CRD# 6413
RIA
Coppell, TX
February 1, 2007 - September 26, 2012
LPL FINANCIAL LLC·CRD# 6413
BD
Coppell, TX
June 13, 2000 - September 26, 2012
CITISTREET EQUITIES LLC·CRD# 7447
BD
Somerset, NJ
November 23, 1998 - February 11, 1999
FIRST TITAN FINANCIAL CORP.·CRD# 39657
BD
Arlington, TX
August 5, 1998 - October 2, 1998
WMA SECURITIES, INC.·CRD# 32625
BD
Duluth, GA
February 15, 1995 - December 31, 1997
PFS INVESTMENTS INC.·CRD# 10111
BD
Duluth, GA
January 31, 1994 - December 31, 1994
PFS INVESTMENTS INC.·CRD# 10111
BD
Duluth, GA
November 17, 1986 - March 2, 1992

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Current Firm

CF
CFO4LIFE

CFO4LIFE | CFO4LIFE GROUP, LLC

CRD#: 287600 / SEC#: 801-110095
RIA
Registered Investment Advisory firm - SEC (2/1/2017 Approved)

Contact Information

Main Address

735 Plaza Blvd. Suite 100, Coppell, TX 75019

Phone Number

(214) 637-9500

# of Employees

22

SEC notice filing (18 States and Territories)

Registered to provide investment advisory services in 18 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CFO4LIFE ADV PART 2A 06-14-2026 (6/14/2026)

Regulatory Assets Under Management

Total Number of Accounts

3,279

AUM (Assets Under Management)

$1,935,513,212

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) MGMT4Life, LLC; 735 Plaza Blvd. Suite 100, Coppell, Texas 75019. Approximately 160 hours per month. Owner. Non-investment related services. Activity began 2/1/2017. MGMT4Life, LLC has entered into an agreement with the Registrant to provide persons, such as, Mr. Chastain, to serve as officers of the Registrant and to be responsible for the management, supervision and oversight of Registrant. 2) INDEPENDENT INSURANCE AGENT; COPPELL, TX; INSURANCE SALES; AGENT; APPROX. 2 HOURS PER MONTH; APPROX. 2 HOURS DURING TRADING HOURS; NOT INVESTMENT RELATED; NON-INVESTMENT RELATED; APPOINTED WITH VARIOUS LIFE, HEALTH, DISABILITY INSURANCE COMPANIES. MAY RECOMMEND INSURANCE PRODUCTS TO CLIENTS DEPENDING ON THEIR INDIVIDUAL NEEDS. PRODUCTS AND SERVICES OFFERED THROUGH ASH BROKERAGE; COMPENSATION BY COMMISSION. 3) LMBC II, LLC DBA CFO4LIFE II, LLC; COPPELL, TX; TAX PREPARATION SERVICES; Owner; APPROX 2 HOURS PER MONTH, 2 HOURS DURING TRADING HOURS; NOT INVESTMENT RELATED; TAX PREP. SERV., BUSINESS CONSULTINGS, INS. AGENCY FOR VARIOUS INS. CO., LOAN FACILITATION'S. Also, provides educational services to qualified plan participants and other employees. APPROX. 2 HOURS PER MONTH, MEET WITH CLIENTS, MARKETING SERVICES; SALARY. 4) CHASMC; LLC; INVESTMENT RELATED; COPPELL, TX; LAKE PROPERTY; MEMBER; ACTIVITY BEGAN 02/2024; I DEVOTE APPX 1 HOUR PER MONTH TO THIS ACTIVITY WITH 1 HOUR DURING TRADING HOURS; PERSONAL USE OF LAKE HOUSE PROPERTY. 5) AUSDAL FINANCIAL PARTNERS, INC; INVESTMENT-RELATED; DAVENPORT, IA; BROKER-DEALER; REGISTERED REPRESENTATIVE; ACTIVITY BEGAN 09/2012; <1 HOUR PER MONTH; <1 HOUR PER MONTH DURING TRADING HOURS; REGISTERED REPRESENTATIVE;

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CF
CFO4LIFE

CFO4LIFE | CFO4LIFE GROUP, LLC

CRD#: 287600 / SEC#: 801-110095
RIA
Registered Investment Advisory firm - SEC (2/1/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(3/7/2022)
RR
Arizona
(9/17/2012)
RR
Arkansas
(9/17/2012)
RR
California
(9/17/2012)
RR
Colorado
(9/17/2012)
RR
Delaware
(11/28/2023)
RR
Florida
(9/17/2012)
RR
Georgia
(9/17/2012)
RR
Idaho
(10/7/2021)
RR
Illinois
(7/1/2025)
RR
Indiana
(6/17/2014)
RR
Iowa
(1/5/2021)
RR
Louisiana
(10/10/2014)
RR
Massachusetts
(8/30/2021)
RR
Minnesota
(8/20/2014)
RR
Mississippi
(1/25/2019)
RR
Missouri
(1/16/2018)
RR
Montana
(12/20/2016)
RR
Nebraska
(10/28/2013)
RR
Nevada
(9/17/2012)
RR
New Jersey
(9/17/2012)
RR
New York
(8/16/2018)
RR
North Carolina
(9/26/2012)
RR
Ohio
(9/25/2012)
RR
Oklahoma
(9/17/2012)
RR
Oregon
(9/17/2012)
RR
Pennsylvania
(11/17/2017)
RR
South Carolina
(1/28/2025)
RR
Tennessee
(9/17/2012)
RR
Texas
(9/17/2012)
IAR
Texas
(3/27/2017)
RR
Virginia
(5/10/2017)
RR
Washington
(9/18/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 1986About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 2002About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Nov 1986About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Feb 2011About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Brian Metford Chastain's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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