Chad Appleton, CFP®, AIF®
Financial Planner | Co-Owner
Chad Appleton is a Financial Planner at Murdock Banner Financial Group. Chad began his professional career at Waddell & Reed, and after quickly passing his registration exams; he began practicing as a financial advisor. After managing his own office for Waddell & Reed in Warrensburg, Missouri, Chad joined Murdock Banner Financial Group in March 2014.Chad is a lifetime resident of Warrensburg and holds membership on the Warrensburg Early Bird Rotary and the First Baptist Church of Warrensburg.
Chad is registered representative of Cetera Advisors LLC, a licensed insurance agent and has his Series 7 & Series 66 registrations. His education includes a Bachelor of Science in Actuarial Science and Mathematics from the University of Central Missouri where he graduated magna cum laude. In addition, he received his Certified Financial Planner Designation from the American College, in Bryn Mawr, Pennsylvania.