Chad Rixse has been an investment adviser representative at Forefront Wealth Partners since September 2021, and is not listed among the firm’s executive officers or direct owners. Chad Rixse holds a Degree in Spanish from the University of Washington.
Forefront Wealth Partners, LLC is an Austin, TX firm with $240M under management, 572 clients and 7 advisers across 6 offices, as of its September 2026 filing.
Chad Rixse is Director of Financial Planning and Wealth CFO at Forefront Wealth Partners. As a Wealth Advisor there, Rixse works with technology professionals and business owners on defining their financial goals and building plans to reach them. Rixse joined Forefront Wealth Partners in 2019.
Chad Rixse’s longest registration is the current one, 5 years at Forefront Wealth Partners since 2021. Before joining Forefront Wealth Partners in 2021, Chad Rixse was registered through Calton & Associates, Inc. and Independent Financial Partners.
- Calton & Associates, Inc.– · 2 yearsAnchorage, AK · Adviser representative · Firm CRD 20999
- Independent Financial Partners– · under a yearAnchorage, AK · Adviser representative · Firm CRD 125112
- Far North Capital– · under a yearAnchorage, AK · Adviser representative · Firm CRD 299633
- Millennial Wealth– · under a yearSeattle, WA · Adviser representative · Firm CRD 289970
- Wells Fargo Clearing Services, LLC– · 2 yearsSeattle, WA · Adviser representative · Firm CRD 19616
Professional designations
Listed by Forefront Wealth Partners
- CRPS®
Investment adviser representative registrations
Chad Rixse is registered as an investment adviser representative in 9 states. The first approvals date from September 2021; the most recent is Michigan, in January 2024.
- AlaskaSince 22 December 2022
- CaliforniaSince 11 May 2022
- FloridaSince 9 September 2022
- MichiganSince 26 January 2024
- PennsylvaniaSince 2 October 2023
- TexasSince 7 September 2021
- VirginiaSince 3 January 2024
- WashingtonSince 22 December 2022
- WisconsinSince 18 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 16 February 2015 |
| Series 7 | General Securities Representative Examination | 26 January 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Chad Jarrett Rixse
- CRD
- 6427741
- Firm
- Forefront Wealth Partners · CRD 308521
- Office
- Austin, TX
- Registration
- Investment adviser registration
- In the industry since
- May 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- forefrontwealthpartners.com
Where does Chad Rixse work?
Chad Rixse is an investment adviser representative registered through Forefront Wealth Partners, LLC since September 2021, and is not listed among the firm’s executive officers or direct owners.
Is Chad Rixse a financial advisor?
Yes. Chad Rixse has a current investment-adviser registration in Alaska, California, Florida, Michigan, Pennsylvania, Texas, Virginia, Washington and Wisconsin, through Forefront Wealth Partners since September 2021.
How many years of experience does Chad Rixse have?
Chad Rixse has 11 years in the financial industry, since May 2015, across 6 adviser firms.
What exams has Chad Rixse passed?
Chad Rixse has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2015. FINRA credited Chad Rixse with the SIE, which began in October 2018.
Where did Chad Rixse work before Forefront Wealth Partners?
Before Forefront Wealth Partners, Chad Rixse was registered through Independent Financial Partners, May 2019 to April 2020; Far North Capital, December 2018 to July 2019; Millennial Wealth, December 2017 to December 2018; Wells Fargo Clearing Services, LLC, February 2015 to August 2017.
Where is Chad Rixse based?
Chad Rixse’s registered office is in Austin, TX.
Is Chad Rixse registered with FINRA?
No. Chad Rixse has no current broker registration.
How can I verify Chad Rixse’s record?
Search CRD 6427741 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Chad Rixse’s full registration record.
