Unclaimed Profile

Chad Andrew Baxter

CLARIFY WEALTH MANAGEMENT, INC.·CINCINNATI, Ohio

SIE, Series 7, Series 66CFP ChFCClean record8 years registeredCLARIFY WEALTH MANAGEMENT, INC.

50 E-BUSINESS WAY, CINCINNATI, OH 45241CRD# 6218834Firm CRD# 172355

Profile Verification

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

Identity

Chad Andrew Baxter · CINCINNATI, OH

Registration

CRD #6218834 · CLARIFY WEALTH MANAGEMENT, INC. · 8 years registered

Brand Profile

Not yet started

Career History

CX INSTITUTIONAL, LLC

Oct 2024 – present

CLARIFY WEALTH MANAGEMENT

Jun 2018 – Nov 2024

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · June 22, 2018

Years registered · 8

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLARIFY WEALTH MANAGEMENT, INC.

CRD 172355 · SEC 801-108586

AUM

$410M

Regulatory assets under management

Employees

1,552 client accounts

Services offered by CLARIFY WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CLARIFY WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Chad Andrew Baxter offer?

Chad Andrew Baxter specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CINCINNATI, Ohio for a consultation.

What are Chad Andrew Baxter's credentials?

Chad Andrew Baxter holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Chad Andrew Baxter located?

Chad Andrew Baxter is based in CINCINNATI, Ohio, working with CLARIFY WEALTH MANAGEMENT, INC.. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Chad Andrew Baxter charge for services?

Chad Andrew Baxter's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLARIFY WEALTH MANAGEMENT, INC.?

CLARIFY WEALTH MANAGEMENT, INC. has approximately 11 employees and manages $410M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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