Brad Chapman Email & Phone Number | With over 15 years of experience in the finance industry, I help successful business owners achieve an early, comfortable retirement without having to sacrifice the lifestyle they currently enjoy. I utilize a variety of financial tools to address the concerns of successful business owners from minimizing tax burden, to preserving wealth for the future. If you are currently doing 500K a year or more in sales, I would love to learn about you and your business! I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. 3003 East Harmony Road Suite 110 Fort Collins, CO 80528 970-988-4772 970-266-7520

Brad Chapman

With over 15 years of experience in the finance industry, I help successful business owners achieve...
Loveland, Colorado, United States

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Brad Chapman’s Phone Numbers +1 303-995-****

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Brad Chapman’s Location Loveland, Colorado, United States

Brad Chapman’s Current Industry Nylife Securities New York Life Insurance

Brad Chapman’s Prior Industry Ent Credit Union | Us Bank | Aig | Walmart | Keybank

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Financial Services Professional

2023-09-01 00:00:00 - Present

Agent

2023-09-01 00:00:00 - Present

Service Center Manager

2023-03-01 00:00:00 - 2023-05-01 00:00:00

Dual Branch Manager

2020-02-01 00:00:00 - 2020-07-01 00:00:00

Customer Service Representative

2008-01-01 00:00:00 - 2008-07-01 00:00:00

Assistant Store Manager

2002-05-01 00:00:00 - 2008-01-01 00:00:00

Licensed Relationship Manager

2023-01-01 00:00:00

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Brad Chapman is a With over 15 years of experience in the finance industry, I help successful business owners achieve an early, comfortable retirement without having to sacrifice the lifestyle they currently enjoy. I utilize a variety of financial tools to address the concerns of successful business owners from minimizing tax burden, to preserving wealth for the future. If you are currently doing 500K a year or more in sales, I would love to learn about you and your business! I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. 3003 East Harmony Road Suite 110 Fort Collins, CO 80528 970-988-4772 970-266-7520

Brad Chapman currently works in the Nylife Securities | New York Life Insurance |

Brad Chapman has prior
experience in the following industries:
Ent Credit Union | Us Bank | Aig | Walmart | Keybank

Brad Chapman has the following professional experience:
Nylife Securities | New York Life Insurance | Ent Credit Union | Us Bank | Aig | Walmart | Keybank