Chad Dennis Weigl

Employer firm

Prosperity Capital Advisors CRD 156480

$4.39B regulatory AUM 299 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2014 → Present
  Jl Smith Holistic Wealth Management (Dba For Advisory Business)
  Avon, OH
• 12/2016 → Present
  C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors
  Westlake, OH

Other Businesses

(1) Fixed Insurance: Chad Weigl is a licensed insurance agent conducting business from his registered location. In this capacity, he may offer fixed insurance products including but not limited to life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, he may receive other compensation such as fixed life trails. Chad Weigl spends approx. 10 hrs/week during trading hours on this activity. (2) Chad Weigl works with the local chapter of the American Financial Education Alliance (AFEA). Mr. Weigl conducts seminars to help eliminate financial illiteracy as part of his marketing efforts. Mr. Weigl spends approximately 5 hours per month on this activity during non-trading hours. There are no product sales or company names mentioned at these seminars. (3) Chad Weigl is the employee of JL Smith Group. Mr. Weigl offers tax preparation and consulting services through this entity for a fee. Mr. Weigl is involved in this activity approximately 10 hours per month during trading hours. This is not an investment related activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-12-17

Other Names

• Chad Weigl