Chad M. Tipps

FINANCIAL PLANNING STRATEGIES

Colorado Springs, CO 80919

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CRD#: 7040444

Professional summary

Chad Magnus Tipps, who also goes by Chad M. Tipps, is a registered financial advisor currently at FINANCIAL PLANNING STRATEGIES, LLC located in Colorado Springs, Colorado.

Chad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Chad has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chad M. Tipps

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 Magnus Tipps'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

April 27, 2019 - Present

FINANCIAL PLANNING STRATEGIES, LLC

Office #1: 6645 Delmonico Blvd Suite 101, Colorado Springs, CO 80919

RIA

CRD#: 116228

Colorado Springs, CO

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
(4/27/2019)

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: 4/27/2019

Uniform Investment Adviser Law Examination

Current Firm

FINANCIAL PLANNING STRATEGIES, LLC

DON C. LEANDER | FINANCIAL PLANNING STRATEGIES, LLC | FINANCIAL PLANNING STRATEGIES(DBA)

CRD#: 116228 / SEC#:

Colorado

Registered Investment Advisory firm - (6/13/2000 Approved)

Texas

Registered Investment Advisory firm - (1/29/1996 Approved)

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Contact information

Main Address

6645 Delmonico Blvd Suite 101, Colorado Springs, CO 80919

Mailing Address

Phone number

(719) 266-5335

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	491
AUM (Assets Under Management)	$ 77,626,886

Red Flags

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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Chad M. Tipps

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad Magnus Tipps's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL PLANNING STRATEGIES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/27/2019

Current Firm

FINANCIAL PLANNING STRATEGIES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FINANCIAL PLANNING STRATEGIES, LLC

TRUST BUT VERIFY

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