Chad Waddoups Honored by Kehrer Bielan Research & Consulting as a Top Director for Investment Services Leadership
Chad Waddoups, vice president of wealth management at Mountain America Investment Services, was recently recognized as a Kehrer Bielan Research & Consulting 2020–2021 Top Director for his outstanding leadership of the investment services business located at Mountain America Credit Union in Sandy, Utah.
“Our members trust they will receive personalized, professional guidance on the path to retirement,” said Nathan Anderson, chief operating officer and executive vice president at Mountain America Credit Union. “It’s an honor to have such an experienced professional in the country leading the wealth management team to guide our members in pursuing their financial dreams.”
Chad Waddoups has been with Mountain America Investment Services since 2008. He brings more than 20 years of financial planning, sales, compliance and business-management experience to the team. Waddoups holds the following registrations through LPL Financial: FINRA Series 7, 63 and 9/10 securities licenses. He also holds a life and health insurance agent license.
“The recipients of the 2021 Top Director Awards truly represent the best performers in our community,” commented Peter Bielan, a partner at Kehrer Bielan. “These firms perform at a higher level in the key areas compared to their peers, and they couldn’t have gotten these results without superior leadership. All of this year’s winners should take great pride in having achieved this much-deserved recognition.”
Chad Waddoups was one of 71 investment services leaders to be singled out for recognition in the first annual Kehrer Bielan Top Director Awards, presented by Ameriprise Financial Institutions Group. Waddoups qualified as a finalist in the large firms category, which is sponsored by LPL Financial. The members of the inaugural class of Top Directors were selected based on their firms’ performance across 11 metrics. More information on the award methodology can be found here.
For more information about Mountain America Investment Services or to schedule an appointment with a wealth advisor, visit macu.com/investments.
.
###
About Mountain America Investment Services
Mountain America Investment Services provides comprehensive, long-term wealth planning services to help credit union members work toward their goals. We specialize in offering support for personal investments, tax strategies, retirement and estate planning. We provide investment services through LPL Financial at locations across the Intermountain West. Our team of experienced advisors is here to guide you along your journey. To learn more or set up a virtual meeting or in-person meeting at any Mountain America Credit Union branch, visit macu.com/investments.
About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer.** We serve independent financial professionals and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.
**Based on total revenues, Financial Planning magazine June 1996-2021
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Mountain America Credit Union and Mountain America Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Mountain America Investment Services, and may also be employees of Mountain America Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Mountain America Credit Union or Mountain America Investment Services. Securities and insurance offered through LPL or its affiliates are:| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed |
| Not Credit Union Deposits or Obligations | May Lose Value |
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Mountain America Credit Union (“Mountain America”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Mountain America for these referrals. This creates an incentive for Mountain America to make these referrals, resulting in a conflict of interest. Mountain America is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
LPL Financial Form CRS.
Media Contact
Contact our Public Relations team at publicrelations@macu.com for media inquiries.
