Chad V. Perbeck
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Chad Vincent Perbeck, CFP®, CIMA® was a registered financial professional .
Chad is a previously registered financial professional and started their career in finance in 2003. Chad had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2020
Experience
March 22, 2021 - March 1, 2024
WAYPOINT WEALTH PARTNERS
September 19, 2017 - October 21, 2020
LITMAN GREGORY WEALTH MANAGEMENT, LLC
February 25, 2016 - March 24, 2021
ALPS DISTRIBUTORS, INC.
September 19, 2008 - December 1, 2008
ADVISER INVESTMENTS
September 19, 2008 - December 31, 2010
HPS CAPITAL ADVISORS, INC.
May 7, 2003 - July 8, 2004
J.P. MORGAN SECURITIES LLC
February 5, 2003 - March 5, 2008
J.P. MORGAN SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
WAYPOINT WEALTH PARTNERS
CRD#: 131155 / SEC#: 801-69262
Contact information
Regulatory assets under management
| Total Number of Accounts | 994 |
| AUM (Assets Under Management) | $ 1,073,263,835 |
Red Flags
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