CG
Chad L. Gammon
ARNOLD AND MOTE WEALTH MANAGEMENT
Hiawatha, IA 52233
Some features on this profile are disabled
CRD#: 7646246
CG
Professional summary
Chad Leroy Gammon is a registered financial advisor currently at ARNOLD AND MOTE WEALTH MANAGEMENT located in Hiawatha, Iowa and CUSTOM FIT FINANCIAL located in Cedar Rapids, Iowa.
Chad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Chad has worked at 2 firms and has passed the Series 65 exam.
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.
1. College Community School District; non investment related; 8015 Kirkwood Blvd SW, Cedar Rapids, IA 52404; Employee; 03/2021; 100hr/year; 20hrs/year during securities trading hours; Middle School Track Coach 2. Republic National Distributing Company; non investment related; 15920 Hickman Road, Ste 400 PMB 425, Clive, IA 50325; Employee; 07/2022; 4hr/month; 0hrs/month during securities trading hours; Demonstration Representative 3. Clean Laundry Dubuque LLC; non investment related; 3301 Pennsylvania Ave, Dubuque, IA 52001; Limited Partner; 05/2022; 0hr/month; 0hrs/month during securities trading hours; Investor 4. Clean Laundry Ft Dodge LLC; non investment related; 2819 3rd Ave S, Fort Dodge, IA 50501; Limited Partner; 11/2021; 0hr/month; 0hrs/month during securities trading hours; Investor 5. Clean Laundry Oskaloosa LLC; non investment related; 104 N G Street, Oskaloosa, IA 52577; Limited Partner; 03/2023; 0hr/month; 0hrs/month during securities trading hours; Investor 6. Custom Fit Financial LLC; investment related; 313 Lookout Ct SW Cedar Rapids IA 52404; Registered Investment Advisory firm; Owner/CCO; 06/2024; 15-20hrs/month; 3 during securities trading hours; provides hourly or fixed financial planning services.
CRS (Client Relationship Summary) - RIA
Click below to view Chad Leroy Gammon'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
October 14, 2022 - Present
ARNOLD AND MOTE WEALTH MANAGEMENT
Office #1: 1202 Dina Court Suite B, Hiawatha, IA 52233RIA
CRD#: 283698
Hiawatha, IA
Current
August 12, 2024 - Present
CUSTOM FIT FINANCIAL
Office #1: 222 3rd Avenue Se Ste 40120, Cedar Rapids, IA 52401RIA
CRD#: 332622
CEDAR RAPIDS, IA
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".
AA
ARNOLD AND MOTE WEALTH MANAGEMENT
ARNOLD AND MOTE WEALTH MANAGEMENT | ARNOLD FINANCIAL PLANNING LLC
CRD#: 283698 / SEC#: 801-123293
RIA
Registered Investment Advisory firm - (2/22/2022 Approved)Iowa
Registered Investment Advisory firm - (2/24/2022 Terminated)Texas
Registered Investment Advisory firm - (2/23/2022 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
Iowa(10/14/2022)
IAR
Texas(10/14/2022)
Current Firm
AA
ARNOLD AND MOTE WEALTH MANAGEMENT
ARNOLD AND MOTE WEALTH MANAGEMENT | ARNOLD FINANCIAL PLANNING LLC
CRD#: 283698 / SEC#: 801-123293
RIA
Registered Investment Advisory firm - (2/22/2022 Approved)Iowa
Registered Investment Advisory firm - (2/24/2022 Terminated)Texas
Registered Investment Advisory firm - (2/23/2022 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1202 Dina Court Suite B, Hiawatha, IA 52233
Mailing Address
Phone number
(319) 393-4020
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 539 |
| AUM (Assets Under Management) | $ 128,339,847 |
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.
