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CG

Chad L. Gammon

CUSTOM FIT FINANCIAL
CEDAR RAPIDS, IA 52401
CRD#: 7646246
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CG
Chad Leroy GammonCUSTOM FIT FINANCIAL

Professional summary

Chad Leroy Gammon is a registered financial advisor currently at 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.

At a Glance

Always Fiduciary

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 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®
None

Experience

Current

August 12, 2024 - Present

CUSTOM FIT FINANCIAL

Office #1: 222 3rd Avenue Se Ste 40120, Cedar Rapids, IA 52401
RIA
CRD#: 332622
CEDAR RAPIDS, IA
Past

October 14, 2022 - June 11, 2026

ARNOLD AND MOTE WEALTH MANAGEMENT

RIA
CRD#: 283698
HIAWATHA, IA

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
(8/12/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/2/2022
Uniform Investment Adviser Law Examination

Current Firm

CF
CUSTOM FIT FINANCIAL
CUSTOM FIT FINANCIAL | CUSTOM FIT FINANCIAL LLC

CRD#: 332622 / SEC#:

Iowa
Registered Investment Advisory firm - (7/26/2024 Approved)
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Contact information

Main Address
222 3rd Avenue Se Ste 40120, Cedar Rapids, IA 52401
Mailing Address
Phone number
(319) 775-0102
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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.

Company Information

CUSTOM FIT FINANCIAL

CRD#: 332622Cedar Rapids, IA 52401

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