Brian Metford Chastain

Employer firm

Cfo4Life CRD 287600

$1.94B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 01/2007 → 03/2017
  Cfo4Life, Inc.
  Coppell, TX
• 09/2012 → Present
  Ausdal Financial Partners
  Davenport, IA
• 03/2017 → Present
  Cfo4Life Group, Llc
  Coppell, TX

Previous Registrations

• 2009-03-19 → 2017-03-27
  Cfo4Life, L.P.
  Coppell, TX
• 2007-02-01 → 2012-09-26
  Lpl Financial Llc
  Plano, TX
  Coppell, TX

Other Businesses

1) MGMT4Life, LLC; 735 Plaza Blvd. Suite 100, Coppell, Texas 75019. Approximately 160 hours per month. Owner. Non-investment related services. Activity began 2/1/2017. MGMT4Life, LLC has entered into an agreement with the Registrant to provide persons, such as, Mr. Chastain, to serve as officers of the Registrant and to be responsible for the management, supervision and oversight of Registrant. 2) INDEPENDENT INSURANCE AGENT; COPPELL, TX; INSURANCE SALES; AGENT; APPROX. 2 HOURS PER MONTH; APPROX. 2 HOURS DURING TRADING HOURS; NOT INVESTMENT RELATED; NON-INVESTMENT RELATED; APPOINTED WITH VARIOUS LIFE, HEALTH, DISABILITY INSURANCE COMPANIES. MAY RECOMMEND INSURANCE PRODUCTS TO CLIENTS DEPENDING ON THEIR INDIVIDUAL NEEDS. PRODUCTS AND SERVICES OFFERED THROUGH ASH BROKERAGE; COMPENSATION BY COMMISSION. 3) LMBC II, LLC DBA CFO4LIFE II, LLC; COPPELL, TX; TAX PREPARATION SERVICES; Owner; APPROX 2 HOURS PER MONTH, 2 HOURS DURING TRADING HOURS; NOT INVESTMENT RELATED; TAX PREP. SERV., BUSINESS CONSULTINGS, INS. AGENCY FOR VARIOUS INS. CO., LOAN FACILITATION'S. Also, provides educational services to qualified plan participants and other employees. APPROX. 2 HOURS PER MONTH, MEET WITH CLIENTS, MARKETING SERVICES; SALARY. 4) CHASMC; LLC; INVESTMENT RELATED; COPPELL, TX; LAKE PROPERTY; MEMBER; ACTIVITY BEGAN 02/2024; I DEVOTE APPX 1 HOUR PER MONTH TO THIS ACTIVITY WITH 1 HOUR DURING TRADING HOURS; PERSONAL USE OF LAKE HOUSE PROPERTY. 5) AUSDAL FINANCIAL PARTNERS, INC; INVESTMENT-RELATED; DAVENPORT, IA; BROKER-DEALER; REGISTERED REPRESENTATIVE; ACTIVITY BEGAN 09/2012; <1 HOUR PER MONTH; <1 HOUR PER MONTH DURING TRADING HOURS; REGISTERED REPRESENTATIVE;

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-11-14

Designations

• Certified Financial Planner