Chad Gifford has been an investment adviser representative at BCGM Wealth Management since February 2025, and is not listed among the firm’s executive officers or direct owners.
BCGM Wealth Management, LLC is a Lafayette, IN firm with $541M under management, 884 clients and 8 advisers across 2 offices, as of its September 2026 filing.
Chad Gifford’s longest registration was 2 years at MML Investors Services, LLC (2022–2025). Before joining BCGM Wealth Management in 2025, Chad Gifford was registered through MML Investors Services, LLC.
- – present · 1 yearKokomo, IN · Adviser representative · Firm CRD 306757
- MML Investors Services, LLC– · 2 yearsIndianapolis, IN · Adviser representative · Firm CRD 10409
Investment adviser representative registrations
Chad Gifford is registered as an investment adviser representative in Indiana, since February 2025.
- IndianaSince 6 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 February 2022 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 December 2021 |
| Series 7TO | General Securities Representative Examination | 1 September 2021 |
| SIE | Securities Industry Essentials Examination | 19 April 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7255433
- Firm
- BCGM Wealth Management · CRD 306757
- Office
- 2705 S. Berkley Rd, Sutie 1B, Kokomo, IN 46902
- Registration
- Investment adviser registration
- In the industry since
- August 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Chad Gifford work?
Chad Gifford is an investment adviser representative registered through BCGM Wealth Management, LLC since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Chad Gifford a financial advisor?
Yes. Chad Gifford has a current investment-adviser registration in Indiana, through BCGM Wealth Management since February 2025.
How many years of experience does Chad Gifford have?
Chad Gifford has 5 years in the financial industry, since August 2021, across 2 adviser firms.
What exams has Chad Gifford passed?
Chad Gifford has passed 4 licensing exams: the SIE, Series 7TO, Series 63 and Series 65. The earliest, the SIE, was passed in April 2021.
Where did Chad Gifford work before BCGM Wealth Management?
Before BCGM Wealth Management, Chad Gifford was registered through MML Investors Services, LLC, February 2022 to February 2025.
Where is Chad Gifford based?
Chad Gifford’s registered office is in Kokomo, IN.
Is Chad Gifford registered with FINRA?
No. Chad Gifford has no current broker registration.
How can I verify Chad Gifford’s record?
Search CRD 7255433 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Chad Gifford’s full registration record.
- Andy ArmstrongChief Compliance Officer
Scott BuschMember- William CardwellMember
William GettingsManaging Member