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Chad Daniel Klyn is a financial_advisor professional located in Pella, IA. They specialize in financial advisory.
Chad Daniel Klyn - Avantax Planning Partners, Inc. holds an active professional license (FINRA CRD) for your protection.
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Chad Daniel Klyn operates Avantax Planning Partners, Inc. in Pella, Iowa, providing financial advisory services. He holds a FINRA CRD registration (License #7773351), which establishes his standing within the financial services regulatory framework. The firm serves clients seeking guidance on financial planning and related advisory matters. Prospective clients can verify his registration status and professional history through FINRA's public database.
Chad Daniel Klyn's FINRA CRD registration indicates he is registered with the Financial Industry Regulatory Authority, the primary self-regulatory organization for broker-dealers and financial professionals in the United States. This registration means he operates under FINRA's oversight and must comply with their rules, continuing education requirements, and ethical standards. The CRD (Central Registration Depository) number serves as his unique identifier in the financial services industry and allows clients to verify his licensing status and disciplinary history through FINRA's public BrokerCheck database.