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Chad Jarrett Rixse

Forefront

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About Chad Jarrett Rixse

Chad Jarrett Rixse is a financial advisor with Forefront Wealth Partners. Chad has been in the financial services industry for over 8 years and has a strong understanding of the investment markets. Chad is committed to providing his clients with personalized financial advice and investment strategies. Chad holds the Series 7 and Series 66 licenses, as well as the SIE certification. He is also registered to provide investment advice in several states, including Texas, California, Florida, Michigan, and Washington. In addition to his role as a financial advisor, Chad is also a tax preparer and insurance agent. This allows Chad to provide his clients with a comprehensive range of financial services.

Firm Information

Chad Rixse is currently registered with Forefront. Forefront is a Registered Investment Adviser (RIA) based in Austin, TX, with $118,199,573 in regulatory assets under management. The firm provides financial planning, educational seminars, selection of other advisers, and portfolio management for individuals and businesses. Forefront has 660 client accounts, with 191 individual clients other than high-net-worth, and 65 high-net-worth individuals.
Forefront

7500 RIALTO BLVD, BLDG 1 SUITE 250

AUSTIN, TX 78735

$118.20M

Assets Under Management

10

Total Clients

12

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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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 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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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

Referral fees and revenue share for referrals to third parties

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Chad Rixse’s Registration & Firm History

TX

01/18/2024 - Present

Forefront (AUSTIN TX)

WA

01/26/2015 - 08/29/2017

WELLS FARGO CLEARING SERVICES, LLC (SEATTLE WA)

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Licenses & Designations

BOTH

Issued 02/16/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/29/2017

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chad Jarrett Rixse.
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