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Chance S
Series 63, Series 65
Belton, TX
Creative Planning
Chance Scott Dial is a financial advisor with Creative Planning, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Lockton Investment Advisors, Lockton Financial Advisors, and Lockton Companies. Outside of finance, he has work experience with Oklahoma Christian University and involvement in promotional and event-related businesses. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process centered on low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and a range of retirement plan services.
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