Chad Mangum

Chad is an Investment Advisor Representative based in Bozeman, Montana  after relocating from his home town of Charlotte, NC. With 20+ years of experience helping clients create personalized financial plans aligned with their unique goals and circumstances. He is dedicated to delivering exceptional personal service while guiding clients toward thoughtful, well-structured financial solutions.

Known for his ability to simplify complex financial topics, Chad takes pride in helping a diverse range of clients gain clarity and confidence in their financial decisions. He carefully balances the big picture with attention to detail to craft strategies designed to support long-term success.

Chad holds Series 6, Series 63, and Series 65 registrations, along with Life and Health Insurance, Medicare Supplement, and Long-Term Care licenses. He is committed to continued professional growth and is currently pursuing the Certified Retirement Counselor (CRC®) designation, as well as his Series 7 license.

Licensed in Montana, Florida, Nevada, New York, North Carolina, and Virginia, Chad focuses on helping clients navigate retirement planning and investment decisions. Outside of work, he enjoys spending time outdoors with his wife, Jessica, and their three children, camping, hiking, rafting, and embracing Montana’s outdoor lifestyle.