Broker Check
Chad Curtis

Chad Curtis

Financial Advisor

Chad Curtis believes everyone should have clarity and confidence in their financial future. He truly enjoys building life-long relationships with great people and helping them reach financial independence while dealing with the stresses of life.

Mr. Curtis began his financial services career in 2012.  He is a fiduciary and holds Series 7 and 66 securities licenses, as well as Life and Health insurance licenses.

Chad is a Financial Advisor and Registered Representative with Keystone Financial Services which offers securities and advisory services through Independent Financial Group, LLC. 

 His experience lies in retirement income planning and investment strategies, Medicare, Social Security, long-term care and disability, estate planning and teaching others how to manage their time and money.

In his previous career he spent his time working in his family’s candy business and a part of establishing various youth sports organizations in communities across the Southeast. After living through the 2008 financial crisis, he was drawn to educate himself in the many areas of financial services and strives to positively impact individuals and families by providing financial knowledge and solutions. 

Along the way Mr. Curtis has been honored to speak with various Chambers of Commerce, schools, businesses and other professional groups.  Over this time, he has been a leader in recruiting, training, and managing other professionals in the industry, and has been recognized with national individual and team awards along the way.  Although he has been very successful in his career, Chad’s most valuable accomplishments are his two daughters, Madilyn and Monroe.