Chad Michael Curtis

Employer firm

Independent Financial Group, LLC CRD 7717

$12.9B regulatory AUM 301 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2012 → 01/2017
  Guardian Life Insurance Company
  Atlanta, GA
• 03/2012 → 01/2017
  Park Avenue Securities
  Atlanta, GA
• 03/2017 → 09/2018
  Bankers Life Advisory Services, Inc
  Duluth, GA
• 03/2017 → 09/2018
  Bankers Life Securities, Inc
  Duluth, GA
• 10/2018 → Present
  Strategic Retirement Solutions, Llc
  Woodstock, GA
• 03/2019 → 07/2020
  Regal Investment Advisors, Llc
  Kentwood, MI
• 03/2019 → 07/2020
  Regulus, Llc
  Kentwood, MI
• 02/2012 → 01/2017
  Peachtree Planning Corp
  Atlanta, GA
• 10/2018 → Present
  American Senior Benefits
  Woodstock, GA
• 09/2020 → 07/2023
  Gradient Securities, Llc
  Arden Hills, MN
• 09/2023 → Present
  Independent Financial Group, Llc
  Woodstock, GA

Previous Registrations

• 2020-09-23 → 2023-09-12
  Gradient Securities, Llc
  Arden Hills, MN
  Arden Hills, MN
  Woodstock, GA
• 2019-04-01 → 2020-07-23
  Regal Investment Advisors Llc
  Alpharetta, GA
  Kentwood, MI
• 2017-03-28 → 2018-09-10
  Bankers Life Advisory Services, Inc.
  Duluth, GA
  Chicago, IL
• 2014-03-11 → 2017-02-08
  Park Avenue Securities Llc
  Atlanta, GA

Other Businesses

(1) STRATEGIC RETIREMENT SOLUTIONS, LLC - AMERICAN SENIOR BENEFITS; INV RELATED; 360 CHAMBERS ST, UNIT 106, WOODSTOCK, GA 30188; INSURANCE; MANAGER/PARTNER; START 10/2018; 120 HOURS PER MONTH; 120 HOURS DURING SECURITIES TRADING HOURS; 120 DURING SECURITIES TRADING HOURS; SELL FIXED INSURANCE AND MANAGEMENT OF OTHER AGENTS. (2) CAMPUS I STATION; NOT INVESTMENT RELATED; 2625 PIEDMONT ROAD, STE 56-413, ATLANTA, GA 30324; VENDING COMPANY; CO-OWNER; START 01/2005; 0 HOURS SPENT PER MONTH; 0 HOURS SPENT DURING TRADING HOURS; NOVELTY MACHINES IN LOCAL RESTAURANTS AND BUSINESSES. (3) CORNERSTONE BROKERAGE GROUP POSITION: Officer/Director NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 10/19/2023 ADDRESS: 360 Chambers Street, Unit 106, Woodstock GA 30188, United States DESCRIPTION: Work with various Insurance carriers to get the best contracts Life and Health Insurance plans. Work with Agents to train and help them and their clients through education, quoting, underwriting, and other processes needed. (4) CHAD CURTIS POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2012 ADDRESS: 360 Chambers St, Unit 106, Woodstock GA 30188, United States DESCRIPTION: Insurance Agent - Life and Health (5) KEYSTONE FINANCIAL SERVICES POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 40 START DATE: 09/01/2023 ADDRESS: 360 Chambers Street, Unit 106, Woodstock GA 30188, United States DESCRIPTION: Investment Advisor Representative and Investment Representative

Exams

• S66 Uniform Combined State Law Examination
  2014-02-10

Other Names

• Chad M Curtis
• Chad Michael Curtis
• Chad Curtis