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Chad T

Series 63, Series 65

Fletcher, OH

The Freedom Experience, Inc.

Chad Tennant is a financial advisor with The Freedom Experience, Inc., holding Series 63 and Series 65 designations and 21 years of industry experience. His prior roles include positions at Landmark Investment Group, TWAMS Financial Planning, Summit Wealth Management, and First Command. Outside of advising, he manages a professional liaison management services business. The Freedom Experience is an independent wealth management firm serving primarily high-net-worth individual households, as well as charitable organizations, trusts, and estates. The firm offers discretionary investment management and comprehensive financial planning, utilizing fundamental security analysis and a diverse mix of domestic and international securities.

Wealth management General estate planning guidance Cash flow / budgeting
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