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Chad Hunter Hyllested

SPC

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About Chad Hunter Hyllested

Chad Hunter Hyllested is a financial advisor with SPC. Chad has been working in the financial industry since December 2008. Chad holds licenses in 24 states and is registered with FINRA as a General Securities Principal. He is also licensed as an insurance agent, offering health, long-term care, life, annuity, home, and auto insurance. Chad provides a variety of financial services, including financial planning, pension consulting, and portfolio management. SPC has a main office in Ann Arbor, Michigan, and provides services to a wide range of clients, including high net worth individuals, charitable organizations, pension and profit-sharing plans, and corporations.

Firm Information

Chad Hyllested is currently registered with SPC. SPC is an investment advisory firm based in ANN ARBOR, MI, with 454 licensed agents and 470 investment advisor representatives. They manage approximately $5.56 billion in regulatory assets under management. Their services include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Their client base consists primarily of individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. They also offer a wrap fee program.
SPC

300 PARKLAND PLAZA

ANN ARBOR, MI 48103

$5.56B

Assets Under Management

3,486

Total Clients

480

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consultation services

Consultation services

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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fixed fees

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

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percentage of assets

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

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other

Seminar attendance fees

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Chad Hyllested’s Registration & Firm History

CO

07/17/2017 - Present

SPC (COLORADO SPRINGS CO)

MI

03/05/2013 - 09/16/2014

INFINEX INVESTMENTS, INC. (CHELSEA MI)

MI

09/15/2010 - 03/01/2013

SAMMONS SECURITIES COMPANY, LLC (ANN ARBOR MI)

MI

11/19/2009 - 03/01/2013

SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)

MI

10/12/2007 - 09/19/2008

HANTZ FINANCIAL SERVICES, INC. (ANN ARBOR MI)

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Licenses & Designations

BOTH

Issued 03/29/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/02/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/01/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/11/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Chad Hunter Hyllested.
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