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Brian E. Chapman, CLF, CPFA

Managing Partner, 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 both OSJ Registered Principal with Lincoln Financial Securities Corporation and General Agent for Lincoln Financial Group, 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.

Brian Chapman is a Registered Principal offering securities and advisory services through Lincoln Financial Securities Corporation, Member SIPC. Branch Office: 15720 Brixham Hill Avenue, Suite 575, Charlotte, NC 28277. WealthPlan Financial Group is not an affiliate of Lincoln Financial Securities. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. LFS-3976707-121421

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