Chad
Tallman
Spc
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About this Advisor
Chad Tallman is a financial advisor operating out of Ann Arbor, Michigan who has 11 years of industry experience. Tallman is on the advisory team at Spc. Over the course of their career, they have held roles at Cln Financial, Alpha Omega Consulting, Sigma Financial Corporation and Spc. Tallman holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Colorado, Florida, Georgia, Indiana, Kentucky, Michigan, Nevada, New York, North Carolina, Ohio and Texas. Spc is an advisory business headquartered in Ann Arbor, MI. The company has offices in 426 locations and a total of 610 people on staff. It administers $6 billion in assets under management between its 34,594 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 20 charitable organizations. Of its 34,594 accounts, just 8% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules are based on which services the firm provides the client. However, fees charged by Spc most likely include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Spc Brokerage Details
$5,964,256,852
610
34,594
$172,407
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Chad Tallman Work History
Chad has been registered as a financial advisor for 11 years.*
Sigma Financial Corporation
Spc
Cln Financial
Alpha Omega Consulting
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Chad Tallman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Spc
Dallas, TX
Madison, MS
Ann Arbor, MI
Cincinnati, OH
Ann Arbor, MI
Troy, MI
Novi, MI
Mansfield, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
