Chad Ferrell

Chad Ferrell Email and Phone Number

Managing Partner at Transcendent Capital Group @ Transcendent Capital Group
Chad Ferrell's Location
Oklahoma City Metropolitan Area, United States
Chad Ferrell's Contact Details

Chad Ferrell work email

Chad Ferrell personal email

n/a

Chad Ferrell phone numbers

About Chad Ferrell

With over 30 years of experience in the financial services industry, I offer my clients a personalized approach to managing and preserving their investments. My approach to investing is geared toward individuals, businesses, churches, foundations, and endowments with a minimum account size of $250,000 and I provide clients with comprehensive net worth management; retirement, income and investment planning; college funding guidance; charitable giving consultation; and asset allocation guidance. My focus is on offering "total wealth management" strategies to clients. This includes providing customized investment planning and risk management strategies designed to help clients with wealth preservation; income production and potential growth of their principal.This information is intended for use only by residents of Arkansas, Florida, Kansas, Louisiana, Michigan, Minnesota, Missouri, Nebraska, New Mexico, New York, Oklahoma, Texas & Washington. Arkansas License No: 3171715Please contact me by e-mail: chad.ferrell@tcapok.com or by phone: (405) 341-9188

Chad Ferrell's Current Company Details
Transcendent Capital Group

Transcendent Capital Group

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Managing Partner at Transcendent Capital Group
Chad Ferrell Work Experience Details
  • Transcendent Capital Group
    Managing Partner
    Transcendent Capital Group Nov 2021 - Present
    Edmond, Oklahoma, United States
  • Ferrell Wealth Management, Inc.
    President & Financial Advisor
    Ferrell Wealth Management, Inc. Mar 2005 - Nov 2021
    Edmond, Oklahoma
    I offer clients depth of experience in investment, retirement and estate planning strategies and have provided comprehensive financial advice to individuals and families since 1994. And having access to a network of talented financial professionals such as CPAs, Estate Planning Attorneys, and Business Brokers helps enhance my ability to offer total wealth management to my clients. With a background in accounting and finance, I have extensive experience in creating detailed investment plans for clients.
  • Smith Barney - Citigroup
    Vice President - Investments
    Smith Barney - Citigroup Nov 1998 - Mar 2005
    Provided investment services to high income and high net worth individuals and families.
  • Merrill Lynch
    Financial Consultant
    Merrill Lynch Jan 1994 - Nov 1998
    Oklahoma City, Oklahoma, United States
    Provided investment services to high income and high net worth individuals and families.

Chad Ferrell Skills

Financial Advisory Wealth Management Retirement Planning Estate Planning Financial Services Income Planning College Funding Guidance Financial Planning Charitable Giving Consultation Asset Allocation Guidance Guidance On Employee Incentive Stock Options Total Net Worth Management 401 Planning 401 Rollovers

Chad Ferrell Education Details

  • Oklahoma State University
    Oklahoma State University
    Finance, Accounting & Economics

Frequently Asked Questions about Chad Ferrell

What company does Chad Ferrell work for?

Chad Ferrell works for Transcendent Capital Group

What is Chad Ferrell's role at the current company?

Chad Ferrell's current role is Managing Partner at Transcendent Capital Group.

What is Chad Ferrell's email address?

Chad Ferrell's email address is cf****@****lwm.com

What is Chad Ferrell's direct phone number?

Chad Ferrell's direct phone number is +140762*****

What schools did Chad Ferrell attend?

Chad Ferrell attended Oklahoma State University.

What are some of Chad Ferrell's interests?

Chad Ferrell has interest in 10k.

What skills is Chad Ferrell known for?

Chad Ferrell has skills like Financial Advisory, Wealth Management, Retirement Planning, Estate Planning, Financial Services, Income Planning, College Funding Guidance, Financial Planning, Charitable Giving Consultation, Asset Allocation Guidance, Guidance On Employee Incentive Stock Options, Total Net Worth Management.

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