About Chad Molitor, LUTCF

 Since 1996, Chad Molitor has worked with retirees and those nearing retirement to help seek to grow and preserve their retirement assets, including all types of investors from the novice to the more experienced.  Chad is successful in communicating complex retirement issues in a simplified and easy-to-understand format.  His seminars have been noted as educational, fun and informative.  His goal is to help people navigate the complexities of retirement planning through integrity and accountability with an emphasis on stewardship of resources. 

After business programs at the University of Wisconsin and North Central University, Chad completed fellowship training through the American College in Personal Finance &  Insurance 1991, Personal Estate & Retirement Planning 1993, Business Continuity 1996 and Professional Growth 1996 as well as Career Development training by Jefferson Pilot 1990.  He holds the Series 6, 63 and 65 securities registrations with LPL Financial and insurance licenses and maintains annual licensing and compliance requirements through continuing education courses sponsored by various organizations and companies. 

Chad joined the financial services industry in 1989 with Jefferson Pilot.  In 1992 he became affiliated with RAI Advisors where he continues his partnership today. He achieved the Million Dollar Round Table International Membership 1996 & 1998 thru 2007. He has participated as a member of NAIFA, National Association of Insurance and Financial Advisors, for seventeen years. Chad is a Registered Representative of LPL Financial.

Chad has a bustling family life with his wife, Shelly, and their two children.  He and his family play an active role in their local church.  His community involvement includes having served as an officer on the board of directors for New Frontiers, and being previously involved in coaching soccer and baseball.  When he is not helping his clients, Chad and his family enjoy traveling, horseback riding and spending quality time together on their Middle Tennessee farm,

You can schedule a meeting with me by CLICKING HERE. Also, check out my feature article in Proactive Advisor Magazine.