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Chad Erwin Colbert

IBN Financial Services, Inc.

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About Chad Erwin Colbert

Chad Colbert is a financial advisor with over 20 years of experience in the financial services industry. Chad has a strong background in providing financial planning and investment management services to individuals, families, and businesses. Chad currently works at IBN Financial Services, Inc., where he is a registered representative and investment advisor representative. Chad also holds the Certified Financial Planner® and Chartered Financial Analyst designations. Prior to joining IBN Financial Services, Inc., Chad was a financial advisor at Cetera Advisors LLC. Chad holds a Bachelor of Arts degree in Economics from Clarkson University.

Firm Information

Chad Colbert is currently registered with IBN Financial Services, Inc.. IBN Financial Services, Inc. is a Corporation formed in 1995 and headquartered in Liverpool, NY. They are a registered investment advisor with the SEC and in 49 states. IBN Financial Services, Inc. provides financial planning, portfolio management for individuals, and selection of other advisors. The firm manages approximately $163 million in assets for 830 clients, including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth.
IBN Financial Services, Inc.

404 OLD LIVERPOOL RD

LIVERPOOL, NY 13088

$163.06M

Assets Under Management

Not reported

Total Clients

54

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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percentage of assets

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

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other

Selection and monitoring fees

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Chad Colbert’s Registration & Firm History

NY

07/02/2021 - Present

IBN Financial Services, Inc. (Potsdam NY)

NY

02/15/2012 - 11/27/2017

CETERA ADVISORS LLC (POTSDAM NY)

NY

01/21/2011 - 02/13/2012

INVEST FINANCIAL CORPORATION (GOUVERNEUR NY)

NY

01/25/2007 - 01/27/2011

COMMUNITY INVESTMENT SERVICES, INC. (GOUVERNEUR NY)

CA

12/10/2003 - 01/16/2007

NATIONAL PLANNING CORPORATION (CALABASAS CA)

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Licenses & Designations

BOTH

Issued 01/07/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/09/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chad Erwin Colbert.
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