Managing Partner
Current
Nov 2021 - Present
AeroLeads people directory · profile
Chad Ferrell Email & Phone Number
Managing Partner
at
Transcendent Capital Group
1 work email found
@ferrellwm.com
1 phone found area 407
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Partner
Location
Oklahoma City Metropolitan Area, United States
Who is Chad Ferrell? Overview
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Quick answer
Chad Ferrell is listed as Managing Partner at Transcendent Capital Group, based in Oklahoma City Metropolitan Area, United States. AeroLeads shows a work email signal at ferrellwm.com, phone signal with area code 407, and a matched LinkedIn profile for Chad Ferrell.
Chad Ferrell previously worked as President & Financial Advisor at Ferrell Wealth Management, Inc. and Vice President - Investments at Smith Barney - Citigroup. Chad Ferrell holds Bachelor Of Science (Bs) - Business, Finance, Accounting & Economics from Oklahoma State University.
Company email context
Email format at Transcendent Capital Group
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{first_initial}{last}@ferrellwm.com
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AeroLeads found 1 current-domain work email signal for Chad Ferrell. Compare company email patterns before reaching out.
Profile bio
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
Listed skills include Financial Advisory, Wealth Management, Retirement Planning, Estate Planning, and 10 others.
Current workplace
Chad Ferrell's current company
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4 roles
Chad Ferrell work experience
A career timeline built from the work history available for this profile.
President & Financial Advisor
Ferrell Wealth Management, Inc.
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.
Mar 2005 - Nov 2021
Vice President - Investments
Smith Barney - Citigroup
Provided investment services to high income and high net worth individuals and families.
Nov 1998 - Mar 2005
Financial Consultant
Provided investment services to high income and high net worth individuals and families.
Jan 1994 - Nov 1998
1 education record
Chad Ferrell education
-
Oklahoma State University
FAQ
Frequently asked questions about Chad Ferrell
Quick answers generated from the profile data available on this page.
What company does Chad Ferrell work for?
Chad Ferrell works for Transcendent Capital Group.
What is Chad Ferrell's role at Transcendent Capital Group?
Chad Ferrell is listed as Managing Partner at Transcendent Capital Group.
What is Chad Ferrell's email address?
AeroLeads has found 1 work email signal at @ferrellwm.com for Chad Ferrell at Transcendent Capital Group.
What is Chad Ferrell's phone number?
AeroLeads has found 1 phone signal(s) with area code 407 for Chad Ferrell at Transcendent Capital Group.
Where is Chad Ferrell based?
Chad Ferrell is based in Oklahoma City Metropolitan Area, United States while working with Transcendent Capital Group.
What companies has Chad Ferrell worked for?
Chad Ferrell has worked for Transcendent Capital Group, Ferrell Wealth Management, Inc., Smith Barney - Citigroup, and Merrill Lynch.
How can I contact Chad Ferrell?
You can use AeroLeads to view verified contact signals for Chad Ferrell at Transcendent Capital Group, including work email, phone, and LinkedIn data when available.
What schools did Chad Ferrell attend?
Chad Ferrell holds Bachelor Of Science (Bs) - Business, Finance, Accounting & Economics from Oklahoma State University.
What skills is Chad Ferrell known for?
Chad Ferrell is listed with skills including Financial Advisory, Wealth Management, Retirement Planning, Estate Planning, Financial Services, Income Planning, College Funding Guidance, and Financial Planning.
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