Chip Stapleton possesses FINRA Series 7 and Series 66 licenses and passed the CFA Level II exam in August 2022. He is also a licensed Life, Accident and Health Insurance agent in the state of Indiana.

During his career as a Financial Advisor, Chip has established a successful practice centered around assisting individuals and businesses in attaining their financial objectives. He has played a pivotal role in training, mentoring and supporting new financial advisors, empowering them to build their own practices and guide their clients towards achieving their financial goals. Chip’s expertise encompasses diverse areas, including case design, product knowledge, investment analysis, investment recommendations, portfolio construction, asset management, financial statement analysis, business planning and business exit strategies.

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