linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Chad Austin Kennedy

Waterloo Capital

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Chad? Claim Your Profile

About Chad Austin Kennedy

Chad Kennedy is a financial advisor registered in the state of Arkansas. Chad is licensed to provide investment advisory services and insurance, and is affiliated with Waterloo Capital. Chad has a professional background in the financial services industry, beginning in 2019 with Equitable Advisors, LLC. Chad's experience is also complemented by several previous roles in fields such as physical therapy, education, and legal services. Chad has earned the Series 7TO, SIE, and Series 66 licenses. Chad's investment advisory services are provided to individuals and pension and profit sharing plans.

Firm Information

Chad Kennedy is currently registered with Waterloo Capital. Waterloo Capital is an investment advisory firm located in Austin, Texas. The firm provides a range of services, including financial planning, pension consulting, and portfolio management. They specialize in serving high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. The firm has approximately $1.3 billion in regulatory assets under management. Waterloo Capital is registered with the SEC and has a wrap fee program.
Waterloo Capital

2700 VIA FORTUNA

AUSTIN, TX 78746

$1.30B

Assets Under Management

Not reported

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Chad Kennedy’s Registration & Firm History

AR

01/31/2025 - Present

Waterloo Capital (ROGERS AR)

OK

08/26/2019 - 12/04/2023

EQUITABLE ADVISORS, LLC (OKLAHOMA CITY OK)

Not sure if Chad Austin Kennedy is right for you?

Licenses & Designations

BOTH

Issued 05/24/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/25/2019

Series 7TO - General Securities Representative Examination

BC

Issued 06/11/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chad Austin Kennedy.
Not sure if Chad Austin Kennedy is right for you?