Chad Disbennett

last updated 2/27/2017

Chad Disbennett

President and Chief Executive Officer at Disbennett Wealth Management Group

Location:
163 E 5th Ave, Lancaster, Ohio, United States
HQ Phone:
(740) 277-6172

General Information

Experience

Broadridge Investor Communication Solutions Inc

Territory Manager - Rising Star International

Education

Capital University

College of Business at the University of Cincinnati

Recent News  

Wealth Management Lancaster Ohio, Financial Advisor Securities

Chad Disbennett, Strategic Partner
Financial Consultant E-MailWebsite Tel: 740-277-6172 Chad is the founder and CEO of Disbennett Financial Services and Wealth Management. Having a background in education, Chad focuses on helping people better understand the sometimes confusing world of College and Financial Planning. He is a true people person in that he thoroughly enjoys spending time with his clients, learning about them and their needs, and finding the best solutions to fit those needs. As opposed to simply being an advisor, he is a true partner to his clients, and looks to form long lasting relationships. Chad graduated from the College of Business at the University of Cincinnati, and then continued his education at Capital University in the realm of business education. He holds a Series 7 General Securities Registration, a Series 66 Investment Advisory Representative Registration, an Ohio Life and Health License, a CPR Late Stage College Planning Certificate, and completed the AHIP Medicare Certification.

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Meet Our Team - Cline Financial Partners

Chad Disbennett
Chad is the founder and CEO of Disbennett Wealth Management Group, and the creator of the "Wealth With Clarity" Process. Having a background in education, Chad focuses on helping people better understand the sometimes confusing world of Financial Planning. He is a true financial "coach" in that he thoroughly enjoys learning about his clients and their needs, and then finding the best solutions to fit those needs. As opposed to simply being an advisor, he is a true guide to his clients, and looks to form long lasting relationships. Chad graduated from the College of Business at the University of Cincinnati, and then continued his education at Capital University in the realm of business education. He holds a Series 7 General Securities Registration, a Series 66 Investment Advisory Representative Registration, an Ohio Life and Health Insurance License, a CPR Late State College Planning Certificate, AHIP Medicare Certification, and has completed the rigorous training necessary to obtain the designation as a Certified Financial Planner® Practitioner. As an NCAA Division I All-American in Track and Field, and a former AMA National Hillclimb Champion, Chad truly understands the meaning of hard work and commitment. He puts that same passion and effort into helping his clients each and every day. Some of the activities that Chad enjoys are participating in Lancaster Rotary, supporting the local schools and their athletic programs, attending the Church of the Nazarene, golfing, camping, riding, and billiards. More than anything else though, Chad enjoys spending time with his wife Danielle and his children, Danica and Cooper. You can reach Chad at: chad@disbennettwmg.com

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Our People : Disbennett Wealth Management Group

Chad Disbennett, CFP®
Chad is the founder and CEO of Disbennett Wealth Management Group, and the creator of the "Wealth With Clarity" Process. Having a background in education, Chad focuses on helping people better understand the sometimes confusing world of Financial Planning. He is a true financial "Coach" in that he thoroughly enjoys learning about his clients and their needs, and then finding the best solutions to fit those needs. As opposed to simply being an advisor, he is a true guide to his clients, and looks to form long lasting relationships. Chad graduated from the College of Business at the University of Cincinnati, and then continued his education at Capital University in the realm of business education. He holds a Series 7 General Securities Registration, a Series 66 Investment Advisory Representative Registration, an Ohio Life and Health Insurance License, a CPR Late State College Planning Certificate, AHIP Medicare Certification, and has completed the rigorous training necessary to obtain the designation as a Certified Financial Planner® Practitioner. As an NCAA Division I All-American in Track and Field, and a former AMA National Hillclimb Champion, Chad truly understands the meaning of hard work and commitment. He puts that same passion and effort into helping his clients each and every day. Some of the activities that Chad enjoys are participating in Lancaster Rotary, supporting the local schools and their athletic programs, attending the Church of the Nazarene, golfing, camping, riding, and billiards. More than anything else though, Chad enjoys spending time with his wife Danielle, and his children, Danica and Cooper. Nicole joined the Disbennett Wealth Management family in October 2016 to help manage the office, working hand-in-hand with Chad to help improve efficiency, develop effective processes and procedures, better service our clients and cultivate the business. When asked about the addition of Mr. Sullivan, Chad Disbennett said, "Tim is an excellent fit with Disbennett Wealth Management, and he brings a wealth of knowledge.

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