CD
Chip A. Detty
NAMCOA
Hillard, OH 43026
Some features on this profile are disabled
CRD#: 7532247
CD
Professional summary
Chip Andrew Detty, who also goes by Chip Andrew Detty, is a registered financial advisor currently at NAMCOA located in Hillard, Ohio.
Chip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Chip has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chip Andrew Detty
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.
Insurance Agent, 20 hours per week, non investment related
CRS (Client Relationship Summary) - RIA
Click below to view Chip Andrew Detty'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®
NoneExperience
Current
July 16, 2025 - Present
NAMCOA
Office #1: 5460 Franklin Street, Hillard, OH 43026RIA
CRD#: 133978
Hillard, OH
Past
August 2, 2023 - July 3, 2025
STATE FARM INVESTMENT MANAGEMENT CORP.
RIA
CRD#: 3487
Hilliard, OH
Past
August 2, 2023 - July 3, 2025
STATE FARM VP MANAGEMENT CORP.
BD
CRD#: 43036
BLOOMINGTON, IL
Past
March 29, 2023 - May 30, 2023
STATE FARM INVESTMENT MANAGEMENT CORP.
RIA
CRD#: 3487
Columbus, OH
Past
June 17, 2022 - May 30, 2023
STATE FARM VP MANAGEMENT CORP.
BD
CRD#: 43036
BLOOMINGTON, IL
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".
NA
NAMCOA
DST INVESTMENTS | ROBIN HANOVER FINANCIAL CONSULTING | NAPLES ASSET MANAGEMENT CO., LLC | NAPLES ASSET MANAGEMENT CO, LLC | NAMCOA | NAMCO BENEFITS | NAMCO AML | NAMCO 401K | NAMCAO | MY ALTS DATA | MCGIBBON ASSET MANAGEMENT | INFINITY FINANCIAL, LLC | INFINITE WEALTH ADVISORS | GREEN VALLEY WEALTH ADVISORS | FLRETIRE.COM | FIRST OREGON | FIRST OF GEORGIA | DST NEWS
CRD#: 133978 / SEC#: 801-66945
RIA
Registered Investment Advisory firm - (7/5/2006 Approved)Florida
Registered Investment Advisory firm - (11/20/2006 Terminated)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
Indiana(7/30/2025)
IAR
Ohio(7/16/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 6/17/2022
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
Current Firm
NA
NAMCOA
DST INVESTMENTS | ROBIN HANOVER FINANCIAL CONSULTING | NAPLES ASSET MANAGEMENT CO., LLC | NAPLES ASSET MANAGEMENT CO, LLC | NAMCOA | NAMCO BENEFITS | NAMCO AML | NAMCO 401K | NAMCAO | MY ALTS DATA | MCGIBBON ASSET MANAGEMENT | INFINITY FINANCIAL, LLC | INFINITE WEALTH ADVISORS | GREEN VALLEY WEALTH ADVISORS | FLRETIRE.COM | FIRST OREGON | FIRST OF GEORGIA | DST NEWS
CRD#: 133978 / SEC#: 801-66945
RIA
Registered Investment Advisory firm - (7/5/2006 Approved)Florida
Registered Investment Advisory firm - (11/20/2006 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
107 Kilson Drive Suite 206, Mooresville, NC 28117
Mailing Address
999 Vanderbilt Beach Road Suite 200, Naples, FL 34108
Phone number
(239) 593-5525
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (25 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 462 |
| AUM (Assets Under Management) | $ 312,332,592 |
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.
