Unclaimed Profile

Chad Michael Fletcher

KEYSTONE WEALTH PARTNERS, LLC·CHANDLER, Arizona

Series 6, Series 63, Series 65Clean record17 years registeredKEYSTONE WEALTH PARTNERS, LLC

2701 W QUEEN CREEK RD, CHANDLER, AZ 85248CRD# 4031971Firm CRD# 171811

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Chad Michael Fletcher · CHANDLER, AZ

Registration

CRD #4031971 · KEYSTONE WEALTH PARTNERS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

CREATIVE PLANNING

Apr 2022 – present

KEYSTONE WEALTH PARTNERS LLC

Jul 2015 – Jun 2022

CHANDLER, AZ

FLETCHER FINANCIAL, LLC

Feb 2013 – Sep 2015

GILBERT, AZ

ING FINANCIAL PARTNERS, INC

Feb 2009 – Oct 2009

GILBERT, AZ

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · February 11, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KEYSTONE WEALTH PARTNERS, LLC

CRD 171811 · SEC 801-113378

AUM

$644M

Regulatory assets under management

Employees

3,407 client accounts

Services offered by KEYSTONE WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KEYSTONE WEALTH PARTNERS, LLC →

Introduction

Speak with Chad

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Chad is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CHANDLER?

Browse all registered financial advisors in CHANDLER, Arizona or claim this profile if it's yours.

Browse CHANDLER Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Chad Michael Fletcher offer?

Chad Michael Fletcher specializes in Financial Planning, Investment Management. Contact their office in CHANDLER, Arizona for a consultation.

What are Chad Michael Fletcher's credentials?

Chad Michael Fletcher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Chad Michael Fletcher located?

Chad Michael Fletcher is based in CHANDLER, Arizona, working with KEYSTONE WEALTH PARTNERS, LLC. Their office serves clients in the CHANDLER metropolitan area and surrounding communities.

How does Chad Michael Fletcher charge for services?

Chad Michael Fletcher's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KEYSTONE WEALTH PARTNERS, LLC?

KEYSTONE WEALTH PARTNERS, LLC has approximately 32 employees and manages $644M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →