Begin typing your search above and press return to search.
Additional menu has not been selected. Do this in the Theme Options → Header → Additional Menu.
  • OSJ@wealthplanfinancial.com

Brian Chapman, CLF, CPFA

  2. Brian Chapman, CLF, CPFA

Brian E. Chapman, CLF, CPFA

President, WealthPlan Financial Group

Brian Chapman is a native of Charlotte, NC and is President and Managing Partner of WealthPlan Financial Group, LLC. With over 25 years of wealth management and leadership roles, he has extensive experience in organizational building. During this time, Brian has been providing servant leadership to empower advisor growth while providing unbiased advice and financial planning services.

Brian obtained his CLF, Chartered Leadership Fellow designation, from the American College in 2002. He continues to be a student of the industry and in 2021 obtained his CPFA Designation, Certified Plan Fiduciary Advisor. He holds FINRA Securities Registrations Series 7, 24, 6, 63 and 65.

Brian serves as OSJ Registered Principal with Cambridge Investment Research, Charlotte. Brian is a member of the FPA, Financial Planning Association. He is a member of FSI, Financial Services Institute and an advocate for Independent Financial Services firms and their Advisors. He believes in giving back to the community and supports the V foundation, St Jude’s, and is an active member and contributor of the Good Fellows Club.

Brian has been married to his lovely wife, Paula, for over 25 years. They reside in Charlotte with their twin boys, Cameron and Joshua and their Labrador retriever, Dakota. His family enjoys boating, visits to Lake James and playing golf. He prides himself with a strong work ethic, Christian values, and strives to be a great husband, father, and servant leader.

 

 

Address

3540 Toringdon Way Suite 200
Charlotte, NC 28277

Phone

(704) 357-1099

    Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Click Here for Cambridge’s Form CRS 2.

    Registered Representatives of Cambridge Investment Research, Inc., are collectively registered in the following states for the sale of securities products: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MS, MT, NC, NH, NJ, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI & WV.

    Cambridge Investment Research Inc., and WealthPlan Financial Group are not affiliated. 

    The information being provided is strictly as a courtesy. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this website.

    © 2017-2023 | WealthPlan Financial. All rights reserved.