Chad Jarrett Rixse
Investment adviser representative at Forefront
12 yearsExperience
9 statesRegistered in
$239.8MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Forefront Wealth PartnersApr 2024 to now
- ForefrontSep 2021 to now
- Forefront Insurance PartnersFeb 2021 to now
- Forefront Tax PartnersFeb 2021 to now
- Forefront Wealth PartnersAug 2021 to Mar 2024
- Calton & Associates, Inc.May 2020 to Jan 2023
- Independent Financial PartnersApr 2019 to Apr 2020
- Far North Capital LLCDec 2018 to Apr 2019
- Virtual Partners Group, Inc.May 2018 to Apr 2019
- Millennial Wealth LLC,Sep 2017 to Nov 2018
- Wells Fargo Advisors, LLCNov 2014 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 9 states (AK, CA, FL, MI, PA, TX, VA, WA, WI).
Forefront
Legal name: Forefront Wealth Partners, LLC
$239.8MAssets managed
572Clients
27Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6427741
- Firm CRD
- 308521