Broker Check
Chad Weigl, CFF, BPC

Chad Weigl, CFF, BPC

Lead Advisor | Certified Financial Fiduciary

(440) 934-9181

(440) 934-9182

chad@jlsmithgroup.com

Primary Roles: Financial Retirement Planner | Certified Financial Fiduciary

Chad is a retirement planning professional who educates people on various financial and estate planning strategies. He is well versed in retirement income planning, tax strategies, Social Security, Medicare, and estate planning. He believes it is important to understand what your goals and objectives are in order to formulate a comprehensive retirement plan. Chad’s primary focus is creating customized plans which allow successful professionals to transition into retirement.  

Chad joined JL Smith in 2014  and is currently a lead advisor with the firm. He currently holds his Certified Financial Fiduciary® designation, Series 65, and Life and Health Insurance licenses. He attended Cleveland State University and the University of Toledo. He has a Bachelor’s in Business Administration in Accounting and a Bachelor’s of Science in Criminal Justice.

Chad lives in his hometown of Amherst, Ohio. He is married to his beautiful wife Sarah. Together they have two children, Logan and Harper. He is passionate about traveling, attending sporting events, and creating memories with family and friends. His goal is to make sure every client feels confident and secure about their financial future, while being a notable member in his community.

Series 65- The Series 65, Uniform Investment Adviser Law Examination, is an exam consisting of 130 multiple choice questions that is administered in a 3 hour testing time.

The CFF certification a professional designation provided by the National Association of Certified Financial Fiduciaries (NACFF), Charlotte, NC. To receive this designation, the individual must
complete a certification and training process created by NACFF and The American Financial Education Alliance. The individual must complete a 1-day training course and pass the Program Assessment. The program educates professional advisors about the laws, rules and regulations that determine when the individual is acting as a fiduciary. 10 Annual Continuing Education Hours must be completed to renew the certification. The continuing education keeps the individual up to date on the fiduciary rules.

Contact

Office: (440) 934-9181

Fax: (440) 934-9182

36610 Detroit Road

Avon, OH 44011

info@jlsmithgroup.com

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Serving Ohio, Flordia, and Washington

Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC-registered investment adviser with its corporate registered office in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. JL Smith and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. Insurance and Tax Services offered through JL Smith are not affiliated with PCA.  Information received from this website should not be viewed as investment advice.  Content may have been created by a Third Party was not written or created by a PCA-affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.  For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.  

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