Chad G. Young

YOUNG WEALTH PARTNERS

LAFAYETTE, CO

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CRD#: 4627997

Professional summary

Chad Garrett Young is a registered financial advisor currently at YOUNG WEALTH PARTNERS located in Lafayette, Colorado.

Chad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Chad has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad Garrett Young's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 13, 2026 - Present

YOUNG WEALTH PARTNERS

RIA

CRD#: 339453

LAFAYETTE, CO

Past

January 1, 2013 - March 11, 2015

DFPG INVESTMENTS, LLC

CRD#: 155576

CENTENNIAL, CO

Past

April 18, 2005 - February 15, 2006

COUNTRY TRUST BANK

RIA

CRD#: 109487

ENGLEWOOD, CO

Past

May 20, 2003 - February 15, 2006

COUNTRY CAPITAL MANAGEMENT COMPANY

CRD#: 12060

BLOOMINGTON, IL

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.

Highlighted states indicate IAR registrations

IAR

Colorado
(1/13/2026)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/22/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/20/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/13/2025

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/27/2012

Investment Company Products/Variable Contracts Representative Examination

Current Firm

YOUNG WEALTH PARTNERS

YOUNG WEALTH PARTNERS | YOUNG WEALTH PARTNERS, LLC

CRD#: 339453 / SEC#:

Colorado

Registered Investment Advisory firm - (1/12/2026 Approved)

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Contact information

Main Address

Lafayette, CO

Mailing Address

2770 Arapahoe Road Suite 132-1047, Lafayette, CO 80026

Phone number

(720) 335-5022

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Chad G. Young

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad Garrett Young's CRS (Customer Relationship Summary).

Certified licenses

Experience

YOUNG WEALTH PARTNERS

DFPG INVESTMENTS, LLC

COUNTRY TRUST BANK

COUNTRY CAPITAL MANAGEMENT COMPANY

State Registrations and Notice Filings

Exams

Series 65

Date: 9/22/2025

Series 63

Date: 12/20/2012

SIE

Date: 9/13/2025

Series 6

Date: 12/27/2012

Current Firm

YOUNG WEALTH PARTNERS

Contact information

Documents

Red Flags

Company Information

YOUNG WEALTH PARTNERS

TRUST BUT VERIFY

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